Connect Dotdigital and Xodo Sign
Integrate Dotdigital with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a List in Dotdigital when Document Is Sent via Xodo Sign
Create Contact Data Field in Dotdigital when Document Is Sent via Xodo Sign
Refresh Segment in Dotdigital when Document Is Sent via Xodo Sign
Send Email Campaign in Dotdigital when Document Is Sent via Xodo Sign
Send SMS in Dotdigital when Document Is Sent via Xodo Sign
Popular Dotdigital + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Dotdigital
When this happens...
- Request a new Trigger for Dotdigital
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create a List in Dotdigital when Document Is Sent via Xodo Sign
Use this flowCreate Contact Data Field in Dotdigital when Document Is Sent via Xodo Sign
Use this flowRefresh Segment in Dotdigital when Document Is Sent via Xodo Sign
Use this flowSend Email Campaign in Dotdigital when Document Is Sent via Xodo Sign
Use this flowSend SMS in Dotdigital when Document Is Sent via Xodo Sign
Use this flowSend Transactional Email in Dotdigital when Document Is Sent via Xodo Sign
Use this flowUnsubscribe Contact in Dotdigital when Document Is Sent via Xodo Sign
Use this flowCreate a List in Dotdigital when Document Completed in Xodo Sign
Use this flowCreate Contact Data Field in Dotdigital when Document Completed in Xodo Sign
Use this flowRefresh Segment in Dotdigital when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Dotdigital 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 Dotdigital integrations.
Create a List
Creates a list.
Create Contact Data Field
Creates a contact data field within the account.
Refresh Segment
Refreshes a segment.
Send Email Campaign
Send a marketing email to a contact.
Send SMS
Send a marketing SMS to a contact.
Send Transactional Email
Sends a transactional email.
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 Dotdigital
Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
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 Dotdigital 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 Dotdigital 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 Dotdigital triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Dotdigital. 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 Dotdigital and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dotdigital 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.
