Connect ClickUp and Xodo Sign
Integrate ClickUp with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when When a new task is created in ClickUp
Get Final Signed Document from Xodo Sign when When a new task is created in ClickUp
Send Reminder via Xodo Sign when When a new task is created in ClickUp
Find and Download Document from Xodo Sign when When a new task is created in ClickUp
Create Contact in Xodo Sign when When a task is updated in ClickUp
Popular ClickUp + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickUp
When this happens...
When a new task is created
When a task is updated
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 When a new task is created in ClickUp
Use this flowGet Final Signed Document from Xodo Sign when When a new task is created in ClickUp
Use this flowSend Reminder via Xodo Sign when When a new task is created in ClickUp
Use this flowFind and Download Document from Xodo Sign when When a new task is created in ClickUp
Use this flowCreate Contact in Xodo Sign when When a task is updated in ClickUp
Use this flowGet Final Signed Document from Xodo Sign when When a task is updated in ClickUp
Use this flowSend Reminder via Xodo Sign when When a task is updated in ClickUp
Use this flowFind and Download Document from Xodo Sign when When a task is updated in ClickUp
Use this flowFind Lists in Space in ClickUp when Document Is Sent via Xodo Sign
Use this flowList Workspaces from ClickUp when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between ClickUp and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
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 ClickUp integrations.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
List Spaces
List spaces in a team. Optionally filter by archived status and return selected fields.
List Tasks
Apply reusable components to workspace, space, folder, and list dropdowns
List Folders
List folders in a space, optionally filtering by archived status.
Create Task
Create a task in a list and set title or markdown description, assignees (by ID or email), group assignees, tags, status, priority, start/due dates (with time), time estimate, watchers, custom fields, parent, points, links, and notify/check options.
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.
Learn More About Automation
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About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
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 ClickUp 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 ClickUp 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 ClickUp triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in ClickUp. 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 ClickUp and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickUp 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.
