
When this happens...
Document Sent
Document Completed

Automatically do this!
Submit text
Append text
Submit audio [URL]
Append audio [URL]
Submit video [URL]
List conversations
Append video [URL]
Get job status
Update conversation
Delete conversation
Get members
Get action items
Get analytics
Get bookmarks
Get follow-ups
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Triggers when a new document is completed.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Submit text to create a conversation and process the content.
Append text to a conversation that you previously processed.
Submit audio using a URL to create a conversation and process the content.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Xodo Sign and Symbl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Symbl.ai (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Symbl.ai. This includes choosing which data fields go into which fields of Symbl.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Symbl.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 Symbl.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 is a tool used to sign legally binding documents online on any device
Learn MoreSymbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.
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