Connect Xodo Sign and Wati to Build Intelligent Automations

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Xodo Sign

When this happens...

Choose an Action

Wati

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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.

New Event

New Event

Triggers when a specific event occurs in Wati

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.

Send Template Based WhatsApp Message

Send Template Based WhatsApp Message

Send a predefined WhatsApp message template.

Add Contact

Add Contact

Create a new Contact in Wati.

Send Session Message

Send Session Message

Send a WhatsApp Message to an open session.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Wati ?

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

Can we customize how data from Xodo Sign is recorded in Wati ?

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

How often does the data sync between Xodo Sign and Wati ?

The data sync between Xodo Sign and Wati 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 Wati ?

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 Wati ?

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

About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

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