Connect Xodo Sign and ManyContacts to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Send WhatSapp Message
Add Contact Tag
Add Internal Note Contact
Ready to use Xodo Sign and ManyContacts automations
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 Contact
Triggers when new contact is added.
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.
Send WhatSapp Message
Send a WhatSapp message to a Number.
Add Contact Tag
add contact tags.
Add Internal Note Contact
Add an internal note(yellow card) in a conservation.
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Frequently Asked Questions
To start, connect both your Xodo Sign and ManyContacts accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in ManyContacts (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in ManyContacts. This includes choosing which data fields go into which fields of ManyContacts, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and ManyContacts 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 ManyContacts. 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 ManyContacts
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
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