Connect Balsio and Xodo Sign
Integrate Balsio with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Balsio + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Balsio
When this happens...
New Message
New Thread
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 Message in Balsio
Use this flowGet Final Signed Document from Xodo Sign when New Message in Balsio
Use this flowSend Reminder via Xodo Sign when New Message in Balsio
Use this flowFind and Download Document from Xodo Sign when New Message in Balsio
Use this flowCreate Contact in Xodo Sign when New Thread in Balsio
Use this flowGet Final Signed Document from Xodo Sign when New Thread in Balsio
Use this flowSend Reminder via Xodo Sign when New Thread in Balsio
Use this flowFind and Download Document from Xodo Sign when New Thread in Balsio
Use this flowAdd Users to Thread in Balsio when Document Completed in Xodo Sign
Use this flowCreate Scheduled Message in Balsio when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Balsio and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when a new message is posted in Balsio, optionally in a chosen thread.
New Thread
Runs when a new thread is created in Balsio.
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 Balsio integrations.
Add Users to Thread
Add people to a Balsio thread by email address.
Create Scheduled Message
Schedule a message to be posted to a Balsio thread at a chosen time.
Send Message
Post a message to a selected Balsio thread, with optional reply, attachments and attributes.
Create Thread
Start a new Balsio conversation or sub-thread and post its first message.
Archive Thread
Move a Balsio thread from Inbox or Snoozed to Done.
List Threads
List Balsio threads by channel or parent thread, or get one thread by 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 Balsio
Balsio is a team messaging platform for threads, channels and conversations with teammates and external participants.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Balsio 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 Balsio 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 Balsio triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Balsio. 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 Balsio and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Balsio 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.
