Connect Harvestr and Xodo Sign
Integrate Harvestr with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New User Is Created in Harvestr
Send Reminder via Xodo Sign when New User Is Created in Harvestr
Find and Download Document from Xodo Sign when New User Is Created in Harvestr
Create Contact in Xodo Sign when Company Is Created in Harvestr
Send Reminder via Xodo Sign when Company Is Created in Harvestr
Popular Harvestr + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Contact in Xodo Sign when New User Is Created in Harvestr
Use this flowSend Reminder via Xodo Sign when New User Is Created in Harvestr
Use this flowFind and Download Document from Xodo Sign when New User Is Created in Harvestr
Use this flowCreate Contact in Xodo Sign when Company Is Created in Harvestr
Use this flowSend Reminder via Xodo Sign when Company Is Created in Harvestr
Use this flowFind and Download Document from Xodo Sign when Company Is Created in Harvestr
Use this flowCreate Contact in Xodo Sign when New Discovery Created in Harvestr
Use this flowSend Reminder via Xodo Sign when New Discovery Created in Harvestr
Use this flowFind and Download Document from Xodo Sign when New Discovery Created in Harvestr
Use this flowCreate Contact in Xodo Sign when New Message Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Document Is Sent
Runs when document is sent
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr 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 Harvestr 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 Harvestr triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Harvestr. 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 Harvestr and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr 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.
