Connect Xodo Sign and Lyzr to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create User
Update user
Use the Built-in Integrations
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.
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
Send Reminder to document.
Create User
Create a user.
Update user
Update a user in Lyze.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Lyzr accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Lyzr (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Lyzr. This includes choosing which data fields go into which fields of Lyzr, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Lyzr 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 Lyzr. 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 is a tool used to sign legally binding documents online on any device
Learn MoreAbout Lyzr
Lyzr is an advanced AI-driven platform designed to provide businesses with powerful analytics and insights. By leveraging cutting-edge artificial intelligence technologies, Lyzr helps organizations make data-driven decisions, optimize operations, and enhance overall performance. The platform is ideal for companies looking to harness the power of AI to gain a competitive edge in their industry.
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