Connect Xodo Sign and tawk.to to Build Intelligent Automations

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Xodo Sign

When this happens...

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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.

Visitor starts chat

Visitor starts chat

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

End Tawk.to chat

End Tawk.to chat

Ends an active Tawk.to chat for the selected property.

New chat transcript arrives

New chat transcript arrives

Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.

Create Chat Ticket

Create Chat Ticket

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

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Create New Site

Create New Site

Create a new Tawk.to site property and optionally send widget installation instructions to your email.

Get Property Details

Get Property Details

Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.

Create Widget

Create Widget

Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.

Request a new Action for Xodo Sign

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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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