Connect Agendor and Xodo Sign
Integrate Agendor with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Activity in Agendor
Get Final Signed Document from Xodo Sign when New Activity in Agendor
Send Reminder via Xodo Sign when New Activity in Agendor
Find and Download Document from Xodo Sign when New Activity in Agendor
Create Contact in Xodo Sign when Deal Won in Agendor
Popular Agendor + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Agendor
When this happens...
New Activity
Deal Won
Update Deal
Update Organization
Update Person
New Deal
New Person
New Organization
Deal Lost
Deal Stage Updated
Deal Deleted
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when New Activity in Agendor
Use this flowGet Final Signed Document from Xodo Sign when New Activity in Agendor
Use this flowSend Reminder via Xodo Sign when New Activity in Agendor
Use this flowFind and Download Document from Xodo Sign when New Activity in Agendor
Use this flowCreate Contact in Xodo Sign when Deal Won in Agendor
Use this flowGet Final Signed Document from Xodo Sign when Deal Won in Agendor
Use this flowSend Reminder via Xodo Sign when Deal Won in Agendor
Use this flowFind and Download Document from Xodo Sign when Deal Won in Agendor
Use this flowCreate Contact in Xodo Sign when Update Deal in Agendor
Use this flowGet Final Signed Document from Xodo Sign when Update Deal in Agendor
Use this flowSupported Triggers & Actions
Everything you can automate between Agendor and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your Agendor integrations.
Create Task for Deal
Create a task for a deal
Create Task for Organization
Create organization task
Create Task for Person
Add a task to a person.
Update a Deal
Update a deal using its ID
Get Deal Details
Get details for a deal by ID
Create Deal for an Organization or Person
Create a new deal for an organization by org id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agendor and Xodo Sign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agendor and Xodo Sign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xodo Sign. No coding required.
Yes. You can set up a workflow where Agendor triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Agendor. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agendor and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agendor and Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
