Connect Magicplan and Xodo Sign
Integrate Magicplan with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when When a new project is created in Magicplan
Send Reminder via Xodo Sign when When a new project is created in Magicplan
Find and Download Document from Xodo Sign when When a new project is created in Magicplan
Create Contact in Xodo Sign when When a project is updated in Magicplan
Send Reminder via Xodo Sign when When a project is updated in Magicplan
Popular Magicplan + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Magicplan
When this happens...
When a new project is created
When a project is updated
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 When a new project is created in Magicplan
Use this flowSend Reminder via Xodo Sign when When a new project is created in Magicplan
Use this flowFind and Download Document from Xodo Sign when When a new project is created in Magicplan
Use this flowCreate Contact in Xodo Sign when When a project is updated in Magicplan
Use this flowSend Reminder via Xodo Sign when When a project is updated in Magicplan
Use this flowFind and Download Document from Xodo Sign when When a project is updated in Magicplan
Use this flowList Plans from Magicplan when Document Is Sent via Xodo Sign
Use this flowRetrieve Workspace from Magicplan when Document Is Sent via Xodo Sign
Use this flowList Projects from Magicplan when Document Is Sent via Xodo Sign
Use this flowFind Project in Magicplan when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Magicplan and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created in the account.
When a project is updated
Runs the workflow automatically whenever a project is updated in the account.
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 Magicplan integrations.
List Plans
Retrieve plans using filters (Plan ID, Plan Name, or Owner Email), with sorting and optional pagination across pages.
Retrieve Workspace
Get a workspace's details, optionally including its users.
List Projects
List projects with optional search, sorting, and pagination; supports fetching all pages.
Find Project
Get details for a specific project by its ID.
Create Project
Runs the workflow automatically whenever a new project is created in the account.
Update Project
Update a project's name, description, acting user, or address information.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
Xodo Sign Automation: Eliminate Manual Document Work
Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Magicplan and Xodo Sign free
No credit card required. Set up your first workflow in minutes.
About Magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
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 Magicplan 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 Magicplan 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 Magicplan triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Magicplan. 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 Magicplan and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Magicplan 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.
