Popular Use Cases
Start a workflow in your other tools whenever something new happens in doxi.
Update records in doxi automatically when data changes in the apps your team already uses.
Log doxi activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate doxi
Ready-made flows built with doxi — preview one, then make it yours.
Integrate doxi with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of doxi integrations
See how doxi integrates with popular apps to automate tasks and streamline your workflow.
Trigger Slack updates when doxi signatures are completed on sales agreements.
Send Gmail reminders for unsigned vendor documents waiting on approval.
Create HubSpot deal tasks when doxi receives a signed proposal from prospects.
Log completed client agreements in Google Sheets for monthly reporting.
Update your CRM with signer status when contracts sit pending review.
Route signed onboarding forms to your database for records and follow-up.
How to get started with doxi automations
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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Frequently Asked Questions
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.
About doxi
Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.
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About viaSocket
viaSocket 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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