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Get more done with Tidio and Evisort integration
Answer contract questions from Evisort and start the renewal conversation on time.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Evisort
Answer the terms question
Notice periods, renewal terms and service commitments come from Evisort, so an account manager in a chat is not guessing at a contract they never signed.
Talk before the renewal date
An Evisort expiry date can start a conversation weeks ahead, which is the difference between a renewal and a lapse nobody noticed.
Stay inside the agreement
Obligations Evisort has extracted are visible before a promise is made, so support does not commit to something the contract excludes.
Take the request cleanly
A request for a new or amended agreement is captured in the chat and routed with the Evisort record attached, so legal starts with context.
Overview
Evisort reads your contracts and knows what is in them: the dates, the terms, the obligations somebody agreed to years ago. Connected to Tidio through Zapier or the Tidio API, that becomes answerable. An account manager asking what notice period applies is told, a renewal date approaching in Evisort can open a conversation with the customer, and requests for a new agreement are routed with the details captured.
Key features
- Answer what the contract says using the fields Evisort extracted rather than a memory
- Start renewals early when an Evisort date is close enough to matter
- Check an obligation before promising something the agreement does not allow
- Route new agreements with the request and the counterparty already recorded
Evisort
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect Evisort in minutes
1
Connect Tidio and Evisort
Link them with Zapier or the Tidio API, with read access to the Evisort fields you want reachable from a conversation.
2
Decide who sees what
Choose which Evisort data reaches internal chats and what stays with legal, and which dates trigger a conversation.
3
Keep contracts in Evisort
Evisort remains the repository and the source of the extracted terms, and the chat answers questions about them.
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Frequently asked questions
Common questions about the Evisort integration
Should customers see contract data?
Rarely. Most teams keep this internal, so account managers and support get the answer in a chat, while anything customer facing is handled by the person who owns the relationship.
How reliable are the extracted fields?
They come from Evisort, and its confidence and review workflow still apply. For anything consequential, the chat can point at the clause and the owner rather than answering alone.
Is the Evisort integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Evisort integration.