Connect Xodo Sign and Wbiztool to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Send Advance Whatapp Message
Send Image File With Text on WhatsApp
Send Text Only Whatsapp Message
Send PDF File With Text on WhatsApp
Ready to use Xodo Sign and Wbiztool automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Send Advance Whatapp Message
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image File With Text on WhatsApp
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send Text Only Whatsapp Message
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Wbiztool accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Wbiztool (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Wbiztool. This includes choosing which data fields go into which fields of Wbiztool, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Wbiztool 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 Wbiztool. 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.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout Wbiztool
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
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