
When this happens...
Document Is Sent
Document Completed

Automatically do this!
Get an Agent
Create a Phone Number
Make a Phone Call
Get a Call
Get a Phone Number
Get a Voice
Get a Retell LLM
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Retrieve details of a specific agent.
Buys a new phone number and binds agents.

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To start, connect both your Xodo Sign and Retell AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Retell AI (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Retell AI. This includes choosing which data fields go into which fields of Retell AI, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Retell AI 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 Retell AI. 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 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 MoreRetell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.
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