Connect Xodo Sign and Quo to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Quo

Automatically do this!

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.

Incoming/Outgoing Call Completed

Incoming/Outgoing Call Completed

Triggers when an incoming/outgoing call is completed.

Call Recording Completed

Call Recording Completed

Triggers when a call recording has finished.

Call Summary Completed

Call Summary Completed

Triggered when a call summary is completed for the selected phone number(s).

Call Transcript Completed

Call Transcript Completed

Triggered when a call transcript is finished and available for the selected phone number(s).

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.

Get Call Recordings

Get Call Recordings

Retrieve audio recordings for a specific call using its Call ID.

Get Call Details

Get Call Details

Fetches detailed information for a specific call using its Call ID.

Call Summary

Call Summary

Retrieve a brief summary and status of a call using its Call ID.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Xodo Sign and Quo 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 Quo?

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 Quo?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Quo. 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 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.

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Quo

About Quo

QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

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