Connect Xodo Sign and ActiveTrail
Integrate Xodo Sign with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when Contact Updated in ActiveTrail
Get Final Signed Document from Xodo Sign when Contact Updated in ActiveTrail
Send Reminder via Xodo Sign when Contact Updated in ActiveTrail
Find and Download Document from Xodo Sign when Contact Updated in ActiveTrail
Create Contact in Xodo Sign when Contact Unsubscribed in Activetrail
Popular Xodo Sign + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Create Contact in Xodo Sign when Contact Updated in ActiveTrail
Use this flowGet Final Signed Document from Xodo Sign when Contact Updated in ActiveTrail
Use this flowSend Reminder via Xodo Sign when Contact Updated in ActiveTrail
Use this flowFind and Download Document from Xodo Sign when Contact Updated in ActiveTrail
Use this flowCreate Contact in Xodo Sign when Contact Unsubscribed in Activetrail
Use this flowGet Final Signed Document from Xodo Sign when Contact Unsubscribed in Activetrail
Use this flowSend Reminder via Xodo Sign when Contact Unsubscribed in Activetrail
Use this flowFind and Download Document from Xodo Sign when Contact Unsubscribed in Activetrail
Use this flowCreate Contact in Xodo Sign when Contact Removed From Group in Activetrail
Use this flowGet Final Signed Document from Xodo Sign when Contact Removed From Group in Activetrail
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and ActiveTrail.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
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.
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
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 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
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and ActiveTrail 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 Xodo Sign and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in Xodo Sign. 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 Xodo Sign and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
