Connect Xodo Sign and Agile CRM
Integrate Xodo Sign with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Contacts in Agilecrm when Document Is Sent via Xodo Sign
List All Companies in Agilecrm when Document Is Sent via Xodo Sign
List All Events in Agilecrm when Document Is Sent via Xodo Sign
List All Deals in Agilecrm when Document Is Sent via Xodo Sign
List All Campaigns in Agilecrm when Document Is Sent via Xodo Sign
Popular Xodo Sign + Agile CRM 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
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
List All Contacts in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Companies in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Events in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Deals in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Campaigns in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Tracks in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Tickets Filter in Agilecrm when Document Is Sent via Xodo Sign
Use this flowList All Pending Task in Agilecrm when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Agilecrm when Document Is Sent via Xodo Sign
Use this flowCreate Company in Agilecrm when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Agile CRM.
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.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
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.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
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 Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Agile CRM 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 Agile CRM 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 Agile CRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Agile CRM, and a separate workflow where Agile CRM 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 Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
