Connect Xodo Sign and Apollo
Integrate Xodo Sign with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xodo Sign + Apollo 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
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Search People by Email
Get Company Details
List All Deals
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequence
Search Accounts
Find People by Identifiers
Create Account in Apollo when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Apollo when Document Is Sent via Xodo Sign
Use this flowCreate Deal in Apollo when Document Is Sent via Xodo Sign
Use this flowCreate Task in Apollo when Document Is Sent via Xodo Sign
Use this flowUpdate Account in Apollo when Document Is Sent via Xodo Sign
Use this flowSearch Contacts in Apollo when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Apollo when Document Is Sent via Xodo Sign
Use this flowUpdate Deal in Apollo when Document Is Sent via Xodo Sign
Use this flowSearch People by Email in Apollo when Document Is Sent via Xodo Sign
Use this flowGet Company Details from Apollo when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Apollo.
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.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
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.
Create Account
Create a new account
Create Contact
Add a new contact to Apollo
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Xodo Sign and Apollo workflows.
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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 Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Apollo 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 Apollo 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 Apollo. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Apollo, and a separate workflow where Apollo 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 Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
