Connect SmartRoutes and Xodo Sign
Integrate SmartRoutes 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 Order Created in SmartRoutes
Get Final Signed Document from Xodo Sign when New Order Created in SmartRoutes
Send Reminder via Xodo Sign when New Order Created in SmartRoutes
Find and Download Document from Xodo Sign when New Order Created in SmartRoutes
Create a Order in SmartRoutes when Document Is Sent via Xodo Sign
Popular SmartRoutes + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartRoutes
When this happens...
New Order Created
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 Order Created in SmartRoutes
Use this flowGet Final Signed Document from Xodo Sign when New Order Created in SmartRoutes
Use this flowSend Reminder via Xodo Sign when New Order Created in SmartRoutes
Use this flowFind and Download Document from Xodo Sign when New Order Created in SmartRoutes
Use this flowCreate a Order in SmartRoutes when Document Is Sent via Xodo Sign
Use this flowGet Customer by ID in Smartroutes when Document Is Sent via Xodo Sign
Use this flowUpdate Customer by ID in Smartroutes when Document Is Sent via Xodo Sign
Use this flowGet All Vehicles from SmartRoutes when Document Is Sent via Xodo Sign
Use this flowDelete Orders by Order Number in Smartroutes when Document Is Sent via Xodo Sign
Use this flowGet Orders in Smartroutes when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between SmartRoutes and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when a new order is created.
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 SmartRoutes integrations.
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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 SmartRoutes 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 SmartRoutes 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 SmartRoutes triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in SmartRoutes. 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 SmartRoutes and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartRoutes 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.
