Connect Pencil Spaces and Xodo Sign
Integrate Pencil Spaces with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Get Final Signed Document from Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Send Reminder via Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Find and Download Document from Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Create Space in Pencil Spaces when Document Is Sent via Xodo Sign
Popular Pencil Spaces + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Pencil Spaces
When this happens...
User Joins or Leaves a Room
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 User Joins or Leaves a Room in Pencil Spaces
Use this flowGet Final Signed Document from Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Use this flowSend Reminder via Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Use this flowFind and Download Document from Xodo Sign when User Joins or Leaves a Room in Pencil Spaces
Use this flowCreate Space in Pencil Spaces when Document Is Sent via Xodo Sign
Use this flowInvite User to Pencil Spaces when Document Is Sent via Xodo Sign
Use this flowCreate Space in Pencil Spaces when Document Completed in Xodo Sign
Use this flowInvite User to Pencil Spaces when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Pencil Spaces and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
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 Pencil Spaces integrations.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
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.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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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About Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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 Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Pencil Spaces. 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 Pencil Spaces and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pencil Spaces 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.