Connect Xodo Sign and Hedy AI to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Get Session Details
Get Highlight Details
Ready to use Xodo Sign and Hedy AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Hedy AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Hedy AI (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Hedy AI. This includes choosing which data fields go into which fields of Hedy AI, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Hedy AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xodo Sign and Hedy AI. 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.
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 MoreAbout Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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