Connect Xodo Sign and Quo to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
Ready to use Xodo Sign and Quo automations
Actions and Triggers
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.
Incoming/Outgoing Call Completed
Triggers when an incoming/outgoing call is completed.
Call Recording Completed
Triggers when a call recording has finished.
Call Summary Completed
Triggered when a call summary is completed for the selected phone number(s).
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
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.
Get Call Recordings
Retrieve audio recordings for a specific call using its Call ID.
Get Call Details
Fetches detailed information for a specific call using its Call ID.
Know More About Xodosign and Quo Integrations
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Frequently Asked Questions
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).
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.
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.
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 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.
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 Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn More
