Connect Xodo Sign and Chatlease
Integrate Xodo Sign with Chatlease to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Message Chatbot in Chatlease when Document Is Sent via Xodo Sign
Create User in Chatlease when Document Is Sent via Xodo Sign
Add URLs in Chatlease when Document Is Sent via Xodo Sign
Add AI Agent Q/A in Chatlease when Document Is Sent via Xodo Sign
Message Chatbot in Chatlease when Document Completed in Xodo Sign
Popular Xodo Sign + Chatlease flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
Chatlease
Automatically do this!
Message Chatbot
Create User
Add URLs
Add AI Agent Q/A
Message Chatbot in Chatlease when Document Is Sent via Xodo Sign
Use this flowCreate User in Chatlease when Document Is Sent via Xodo Sign
Use this flowAdd URLs in Chatlease when Document Is Sent via Xodo Sign
Use this flowAdd AI Agent Q/A in Chatlease when Document Is Sent via Xodo Sign
Use this flowMessage Chatbot in Chatlease when Document Completed in Xodo Sign
Use this flowCreate User in Chatlease when Document Completed in Xodo Sign
Use this flowAdd URLs in Chatlease when Document Completed in Xodo Sign
Use this flowAdd AI Agent Q/A in Chatlease when Document Completed in Xodo Sign
Use this flowCreate Contact in Xodo Sign when New AI Agent Crawled URLs from Chatlease
Use this flowGet Final Signed Document from Xodo Sign when New AI Agent Crawled URLs from Chatlease
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Chatlease.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Chatlease accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and Chatlease as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Chatlease. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Chatlease, and a separate workflow where Chatlease triggers actions in Xodo Sign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Xodo Sign and Chatlease. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Chatlease integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
