Connect Xodo Sign and Heltar
Integrate Xodo Sign with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Client Is Created in Heltar
Get Final Signed Document from Xodo Sign when New Client Is Created in Heltar
Send Reminder via Xodo Sign when New Client Is Created in Heltar
Find and Download Document from Xodo Sign when New Client Is Created in Heltar
List All Campaigns in Heltar when Document Is Sent via Xodo Sign
Popular Xodo Sign + Heltar 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
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Create Contact in Xodo Sign when New Client Is Created in Heltar
Use this flowGet Final Signed Document from Xodo Sign when New Client Is Created in Heltar
Use this flowSend Reminder via Xodo Sign when New Client Is Created in Heltar
Use this flowFind and Download Document from Xodo Sign when New Client Is Created in Heltar
Use this flowList All Campaigns in Heltar when Document Is Sent via Xodo Sign
Use this flowList All Clients from Heltar when Document Is Sent via Xodo Sign
Use this flowList All Templates from Heltar when Document Is Sent via Xodo Sign
Use this flowCreate or Update Client in Heltar when Document Is Sent via Xodo Sign
Use this flowFetch Client Messages from Heltar when Document Is Sent via Xodo Sign
Use this flowSend Text Message hold via Heltar when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Heltar.
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 Client Is Created
Runs when a new client 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.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
