Connect OneHash CRM and Xodo Sign
Integrate OneHash CRM 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 Record in OneHash CRM
Get Final Signed Document from Xodo Sign when New Record in OneHash CRM
Send Reminder via Xodo Sign when New Record in OneHash CRM
Find and Download Document from Xodo Sign when New Record in OneHash CRM
Create Contact in Xodo Sign when record is created or updated in OneHash CRM
Popular OneHash CRM + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
OneHash CRM
When this happens...
New Record
record is created or 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 New Record in OneHash CRM
Use this flowGet Final Signed Document from Xodo Sign when New Record in OneHash CRM
Use this flowSend Reminder via Xodo Sign when New Record in OneHash CRM
Use this flowFind and Download Document from Xodo Sign when New Record in OneHash CRM
Use this flowCreate Contact in Xodo Sign when record is created or updated in OneHash CRM
Use this flowGet Final Signed Document from Xodo Sign when record is created or updated in OneHash CRM
Use this flowSend Reminder via Xodo Sign when record is created or updated in OneHash CRM
Use this flowFind and Download Document from Xodo Sign when record is created or updated in OneHash CRM
Use this flowCreate new lead in OneHash CRM when Document Is Sent via Xodo Sign
Use this flowUpdate lead details in OneHash CRM when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or 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 OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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 OneHash CRM 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 OneHash CRM 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 OneHash CRM triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in OneHash CRM. 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 OneHash CRM and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM 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.
