Connect Xodo Sign and Hana to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Hana

Automatically do this!

Use the Built-in Integrations

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 Report Group

New Report Group

Triggers when a new Report Group is created.

New Report Group Message

New Report Group Message

Triggers when a new Report Group Message is added to a particular group.

New Integration Group Space

New Integration Group Space

Triggers when Hana is added to a new group space in Chat.

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.

Create Google Chat Message

Create Google Chat Message

Hana will create a Google Chat message in the specified space

Create Report Group Message

Create Report Group Message

Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.

Generate Completion

Generate Completion

Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query

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Frequently Asked Questions

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

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

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

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

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

The data sync between Xodo Sign and Hana 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 Hana?

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 Hana?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Hana. 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 is a tool used to sign legally binding documents online on any device

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Hana

About Hana

Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.

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