Connect Xodo Sign and Cardly
Integrate Xodo Sign with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact List in Cardly when Document Is Sent via Xodo Sign
Send a Card via Cardly when Document Is Sent via Xodo Sign
Find and Download Document from Xodo Sign when Automation Order Sent via Cardly
Get Final Signed Document from Xodo Sign when Gift Card Redeemed in Cardly
Invite User to Account on Cardly when Document Is Sent via Xodo Sign
Popular Xodo Sign + Cardly 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
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Create a Contact List in Cardly when Document Is Sent via Xodo Sign
Use this flowSend a Card via Cardly when Document Is Sent via Xodo Sign
Use this flowFind and Download Document from Xodo Sign when Automation Order Sent via Cardly
Use this flowGet Final Signed Document from Xodo Sign when Gift Card Redeemed in Cardly
Use this flowInvite User to Account on Cardly when Document Is Sent via Xodo Sign
Use this flowRevoke User Access in Cardly when Document Is Sent via Xodo Sign
Use this flowSend Reminder via Xodo Sign when Automation Order Created in Cardly
Use this flowCreate Contact in Xodo Sign when Automation Order Sent via Cardly
Use this flowCreate Contact in Xodo Sign when Automation Order Cancelled in Cardly
Use this flowSend Reminder via Xodo Sign when Automation Order Sent via Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Cardly.
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.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
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.
Invite User to Account
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Create a Contact List
Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
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.
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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 Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Cardly 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 Cardly 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 Cardly. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Cardly, and a separate workflow where Cardly 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 Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
