Connect Leadsquared and Xodo Sign
Integrate Leadsquared with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in LeadSquared when Document Is Sent via Xodo Sign
Find Lead in LeadSquared when Document Is Sent via Xodo Sign
Find Leads By Phone in LeadSquared when Document Is Sent via Xodo Sign
Create Activity on Lead in LeadSquared when Document Is Sent via Xodo Sign
Search Leads by Criteria in LeadSquared when Document Is Sent via Xodo Sign
Popular Leadsquared + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Leadsquared
When this happens...
- Request a new Trigger for Leadsquared
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Lead in LeadSquared when Document Is Sent via Xodo Sign
Use this flowFind Lead in LeadSquared when Document Is Sent via Xodo Sign
Use this flowFind Leads By Phone in LeadSquared when Document Is Sent via Xodo Sign
Use this flowCreate Activity on Lead in LeadSquared when Document Is Sent via Xodo Sign
Use this flowSearch Leads by Criteria in LeadSquared when Document Is Sent via Xodo Sign
Use this flowFind Leads By Date Range in LeadSquared when Document Is Sent via Xodo Sign
Use this flowGet Leads By IDs from LeadSquared when Document Is Sent via Xodo Sign
Use this flowFind Leads By Date Range in LeadSquared when Document Completed in Xodo Sign
Use this flowCreate Activity on Lead in LeadSquared when Document Completed in Xodo Sign
Use this flowGet Leads By IDs from LeadSquared when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Leadsquared 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 Leadsquared integrations.
Create Lead
Create a new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create Activity on Lead
Create an activity on a lead.
Search Leads by Criteria
Runs the workflow automatically whenever any lead matches the specified criteria.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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 Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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 Leadsquared 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 Leadsquared 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 Leadsquared triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Leadsquared. 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 Leadsquared and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Leadsquared 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.
