Connect Xodo Sign and Chatlease to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Chatlease

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

New AI Agent Crawled URLs

New AI Agent Crawled URLs

Triggered when a new AI agent crawled URLs is added.

New Conversations of AI Agent

New Conversations of AI Agent

Triggered when a new conversations of AI agent is created.

Request a new Trigger for Xodo Sign

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Message Chatbot

Message Chatbot

Message your Chatbot and Get a Response

Create User

Create User

Create a new user.

Add URLs

Add URLs

Add URLs to AI Agent.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Chatlease?

To start, connect both your Xodo Sign and Chatlease accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Chatlease (or vice versa).

Can we customize how data from Xodo Sign is recorded in Chatlease?

Absolutely. You can customize how Xodo Sign data is recorded in Chatlease. This includes choosing which data fields go into which fields of Chatlease, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and Chatlease?

The data sync between Xodo Sign and Chatlease typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Chatlease?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Chatlease?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Chatlease. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Xodo Sign

About Xodo Sign

Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.

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Chatlease

About Chatlease

Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.

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