Connect Xodo Sign and BlueyEmail
Integrate Xodo Sign with BlueyEmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BlueyEmail when Document Is Sent via Xodo Sign
Add Tags to Contact in BlueyEmail when Document Is Sent via Xodo Sign
Enroll Contacts in Automation in BlueyEmail when Document Is Sent via Xodo Sign
Add Contacts to an Audience in BlueyEmail when Document Is Sent via Xodo Sign
Add Contacts to Campaign in BlueyEmail when Document Is Sent via Xodo Sign
Popular Xodo Sign + BlueyEmail 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
BlueyEmail
Automatically do this!
Create Contact
Add Tags to Contact
Enroll Contacts in Automation
Add Contacts to an Audience
Add Contacts to Campaign
Remove Contact Tags
Create Deal
Create CRM Task
Send Email
List Automations
List audiences
List Email Templates
Email Performance Overview
Create Company
Complete Task
List CRM Tasks
Add Members to Suppression Group
Remove Members From an Audience
List Suppression Groups
Create Contact in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowAdd Tags to Contact in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowEnroll Contacts in Automation in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowAdd Contacts to an Audience in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowAdd Contacts to Campaign in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowRemove Contact Tags in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowCreate Deal in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowCreate CRM Task in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowSend Email via BlueyEmail when Document Is Sent via Xodo Sign
Use this flowList Automations in BlueyEmail when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and BlueyEmail.
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 contact is created
Runs the workflow automatically when a new contact is created in the account.
When a contact unsubscribes
Runs the workflow automatically whenever a contact unsubscribes from your email campaigns.
When a form is submitted
Runs the workflow automatically whenever any form is submitted in your BlueyEmail account.
When a campaign is completed
Runs the workflow automatically when a campaign is completed.
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 Contact
Create a contact (email required) and set name, phone, tags, and custom fields.
Add Tags to Contact
Add one or more tags to a contact.
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 BlueyEmail
AI-powered email marketing and omnichannel messaging platform for campaigns, automations, CRM, and transactional email. Built for growing businesses and ecommerce teams that want flat pricing and scalable outreach.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and BlueyEmail 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 BlueyEmail 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 BlueyEmail. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in BlueyEmail, and a separate workflow where BlueyEmail 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 BlueyEmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and BlueyEmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
