Connect Autoboat and Xodo Sign
Integrate Autoboat with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Autoboat + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Autoboat
When this happens...
- Request a new Trigger for Autoboat
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Send Message via Autoboat when Document Is Sent via Xodo Sign
Use this flowSend Template Message via Autoboat when Document Is Sent via Xodo Sign
Use this flowSend Message via Autoboat when Document Completed in Xodo Sign
Use this flowSend Template Message via Autoboat when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Autoboat and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Autoboat integrations.
Send Message
Send text, media (image, video, audio, document), location, reactions, or interactive messages (buttons, lists, CTAs) to a contact or phone number via WhatsApp.
Send Template Message
Send a pre-approved WhatsApp template to a contact or phone number. Optionally populate template variables and include header media, location, or button URLs.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Autoboat
Autoboat is an official Meta partner offering an all-in-one WhatsApp Business platform with Official WhatsApp API, interactive WhatsApp Mini-Apps, in-chat UPI/Card payments, shared multi-agent inbox, AI chatbots, lead CRM with source attribution, and marketing automation. Businesses can launch storefronts, bookings, forms, and payments directly inside WhatsApp, run broadcasts, route conversations by department, embed a WhatsApp web chat widget, and track ROI end-to-end—all without coding.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Autoboat 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 Autoboat 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 Autoboat triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Autoboat. 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 Autoboat and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autoboat 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.
