Connect Xodo Sign and Bitrix24 CRM
Integrate Xodo Sign with Bitrix24 CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Deal Action in Bitrix24 CRM when Document Is Sent via Xodo Sign
Deal Search in Bitrix24 when Document Is Sent via Xodo Sign
Lead Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Contact Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Quote Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Popular Xodo Sign + Bitrix24 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
Bitrix24 CRM
Automatically do this!
Deal Action
Deal Search
Lead Search
Contact Search
Quote Search
Company Search
Smart Process Search
Create Task
Update Task
Create Blogpost
Create Message
Company Action
Contact Action
Create Or Update Lead
Deal Action in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowDeal Search in Bitrix24 when Document Is Sent via Xodo Sign
Use this flowLead Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowContact Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowQuote Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowCompany Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowSmart Process Search in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowCreate Task in Bitrix24 when Document Is Sent via Xodo Sign
Use this flowUpdate Task in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowCreate Blogpost in Bitrix24 CRM when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Bitrix24 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.
Deal Trigger
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Contact Trigger
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Company Trigger
Triggers when company is created, updated, deleted or any other actions perform on company.
Lead Trigger
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
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.
Deal Action
Creates Or Update Deal
Deal Search
Search for deals by filters
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.
Learn More About Automation
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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 Bitrix24 CRM
Bitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Bitrix24 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 Bitrix24 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 Bitrix24 CRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Bitrix24 CRM, and a separate workflow where Bitrix24 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 Bitrix24 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 Bitrix24 CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
