If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Automate when something happens in doxi
Login -> Create new flow -> Select trigger -> Search doxi -> Choose the trigger from the list
Take action in doxi when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search doxi -> Choose the action from the list
Trigger
Action
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Doxi distributes documents for participants to sign. viaSocket connects Doxi to other business apps so signed documents trigger actions — like updating CRMs, creating invoices, or storing files — without manual work.
Expect faster deal closures, fewer manual handoffs, reduced processing time for onboarding and procurement, reliable record-keeping for compliance, and quicker billing — all by automating the steps after signatures.
Yes. viaSocket can use AI to classify incoming documents, extract signer info, choose the right routing path, or draft signature packets before sending to Doxi so workflows run smarter and with less human review.
Automations move signature records and PDFs between systems; viaSocket preserves the signed documents and metadata and connects to your existing secure apps and storage. You control destinations and access rules.
Pick a single workflow to automate (sales, onboarding, or renewals). Connect your Doxi account in viaSocket, link the apps you use (CRM, accounting, storage), and enable the prebuilt workflow — no code required.
Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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