
When this happens...
Document Sent
Document Completed

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Runs when a new message is created in your Twilio account.
Runs when a new phone number is added to your account.
Runs when new alerts are created in Twilio within the last 15 minutes.
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.
Downloads the final signed document and provides a link to it.
Sends a reminder to a signer to prompt them to sign a document.
Sends an SMS to a phone number.
Creates a phone call to a specified number.
Sends a message from your phone number and can include media or a specific channel.

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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 Twilio accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Twilio (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Twilio. This includes choosing which data fields go into which fields of Twilio, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Twilio 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 Twilio. 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 MoreTwilio provides a cloud API for voice, text, chat, video, and email communication that enables developers to add communication capabilities to their applications.
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