Connect Teamwork and Xodo Sign
Integrate Teamwork with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Teamwork + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamwork
When this happens...
New Task
New Comment
New Company
New Expense
New File
New Invoice
New Link
New Message
New Message Reply
New Milestone
New Notebook
New Project
New Task List
New Time Entry
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 Task in Teamwork
Use this flowGet Final Signed Document from Xodo Sign when New Task in Teamwork
Use this flowSend Reminder via Xodo Sign when New Task in Teamwork
Use this flowFind and Download Document from Xodo Sign when New Task in Teamwork
Use this flowCreate Contact in Xodo Sign when New Comment in Teamwork
Use this flowGet Final Signed Document from Xodo Sign when New Comment in Teamwork
Use this flowSend Reminder via Xodo Sign when New Comment in Teamwork
Use this flowFind and Download Document from Xodo Sign when New Comment in Teamwork
Use this flowCreate Contact in Xodo Sign when New Company in Teamwork
Use this flowGet Final Signed Document from Xodo Sign when New Company in Teamwork
Use this flowSupported Triggers & Actions
Everything you can automate between Teamwork and Xodo Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
New Invoice
Triggered when you add a new invoice.
Do thisActions
Action is the task that follows automatically within your Teamwork integrations.
Create Company
Creates a new company.
Create Project
Creates a new project.
Create User
Creates a new user.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
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 Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamwork 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 Teamwork 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 Teamwork triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in Teamwork. 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 Teamwork and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamwork 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.
