Connect Cognito Forms and Xodo Sign
Integrate Cognito Forms with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when Document Is Sent via Xodo Sign
Create form entry in Cognito Forms when Document Is Sent via Xodo Sign
Delete entry from Cognito Forms when Document Is Sent via Xodo Sign
Get Document from Cognito Forms when Document Is Sent via Xodo Sign
Get form entry from Cognito Forms when Document Is Sent via Xodo Sign
Popular Cognito Forms + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
List forms in Cognito Forms when Document Is Sent via Xodo Sign
Use this flowCreate form entry in Cognito Forms when Document Is Sent via Xodo Sign
Use this flowDelete entry from Cognito Forms when Document Is Sent via Xodo Sign
Use this flowGet Document from Cognito Forms when Document Is Sent via Xodo Sign
Use this flowGet form entry from Cognito Forms when Document Is Sent via Xodo Sign
Use this flowList forms in Cognito Forms when Document Completed in Xodo Sign
Use this flowCreate form entry in Cognito Forms when Document Completed in Xodo Sign
Use this flowDelete entry from Cognito Forms when Document Completed in Xodo Sign
Use this flowGet Document from Cognito Forms when Document Completed in Xodo Sign
Use this flowGet form entry from Cognito Forms when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms 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 Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
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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AI will build it for you
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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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 Cognito Forms 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 Cognito Forms 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 Cognito Forms triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Cognito Forms. 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 Cognito Forms and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms 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.
