Connect GorillaDesk and Xodo Sign
Integrate GorillaDesk with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a Customer to GorillaDesk when Document Is Sent via Xodo Sign
Add a Lead in Gorilladesk when Document Is Sent via Xodo Sign
Add a Booking to GorillaDesk when Document Is Sent via Xodo Sign
Get Company Details from GorillaDesk when Document Is Sent via Xodo Sign
Fetch GorillaDesk Users from GorillaDesk when Document Is Sent via Xodo Sign
Popular GorillaDesk + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
GorillaDesk
When this happens...
New Customer
Updated Customer
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Add a Customer to GorillaDesk when Document Is Sent via Xodo Sign
Use this flowAdd a Lead in Gorilladesk when Document Is Sent via Xodo Sign
Use this flowAdd a Booking to GorillaDesk when Document Is Sent via Xodo Sign
Use this flowGet Company Details from GorillaDesk when Document Is Sent via Xodo Sign
Use this flowFetch GorillaDesk Users from GorillaDesk when Document Is Sent via Xodo Sign
Use this flowList Customer from GorillaDesk when Document Is Sent via Xodo Sign
Use this flowList Phone Type from GorillaDesk when Document Is Sent via Xodo Sign
Use this flowAdd a Customer to GorillaDesk when Document Completed in Xodo Sign
Use this flowAdd a Lead in Gorilladesk when Document Completed in Xodo Sign
Use this flowAdd a Booking to GorillaDesk when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between GorillaDesk and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Updated Customer
Runs when customer 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 GorillaDesk integrations.
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company Details
Retrieve essential information about your business account.
Fetch GorillaDesk Users
Retrieve a list of all users from your GorillaDesk account.
List Customer
Get all customer form GorillaDesk.
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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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 GorillaDesk 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 GorillaDesk 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 GorillaDesk triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in GorillaDesk. 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 GorillaDesk and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire GorillaDesk 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.
