Connect Xodo Sign and tawk.to to Build Intelligent Automations

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Xodo Sign

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tawk.to

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Ready to use Xodo Sign and tawk.to automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

Visitor Starts Chat

Visitor Starts Chat

Runs when a visitor begins a chat on the selected Tawk.to property.

Chat Ends

Chat Ends

Runs when an active Tawk.to chat ends for the selected property.

New Chat Transcript Arrives

New Chat Transcript Arrives

Runs when a new chat transcript is saved for the selected Tawk.to property.

Ticket Created

Ticket Created

Create a support ticket for a chat on the selected Tawk.to property.

Request a new Trigger for Xodo Sign

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Create Tawk.to Site

Create Tawk.to Site

Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.

List Properties

List Properties

Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and tawk.to?

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

Can we customize how data from Xodo Sign is recorded in tawk.to?

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

How often does the data sync between Xodo Sign and tawk.to?

The data sync between Xodo Sign and tawk.to 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 tawk.to?

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 tawk.to?

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

About tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.

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