Connect Process Street and Xodo Sign
Integrate Process Street with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Data Set Record in Process-street when Document Is Sent via Xodo Sign
Delete Data Set Record in Process Street when Document Is Sent via Xodo Sign
Update Task in Process Street when Document Is Sent via Xodo Sign
List Workflows from Process Street when Document Is Sent via Xodo Sign
List Users from Process Street when Document Is Sent via Xodo Sign
Popular Process Street + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Process Street
When this happens...
New Workflow Run
Workflow Run Completed
New Task Checked
Task Ready
Data Set Record Created
Data Set Record Updated
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Create Data Set Record in Process-street when Document Is Sent via Xodo Sign
Use this flowDelete Data Set Record in Process Street when Document Is Sent via Xodo Sign
Use this flowUpdate Task in Process Street when Document Is Sent via Xodo Sign
Use this flowList Workflows from Process Street when Document Is Sent via Xodo Sign
Use this flowList Users from Process Street when Document Is Sent via Xodo Sign
Use this flowList Data Sets from Process Street when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Xodo Sign when New Workflow Run in Process-street
Use this flowSend Reminder via Xodo Sign when New Workflow Run in Process-street
Use this flowFind and Download Document from Xodo Sign when New Workflow Run in Process-street
Use this flowCreate Contact in Xodo Sign when Workflow Run Completed in Process Street
Use this flowSupported Triggers & Actions
Everything you can automate between Process Street and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
Do thisActions
Action is the task that follows automatically within your Process Street integrations.
Create Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
Update Task
Update a task in workflow run.
List Workflows
Gets a list of active workflows.
List Users
Gets a list of users.
List Data Sets
Get a list of data sets.
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 Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Process Street 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 Process Street 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 Process Street triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Process Street. 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 Process Street and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Process Street 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.
