Connect Xodo Sign and Cloze
Integrate Xodo Sign with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when Person Change in Cloze
Get Final Signed Document from Xodo Sign when Person Change in Cloze
Send Reminder via Xodo Sign when Person Change in Cloze
Find and Download Document from Xodo Sign when Person Change in Cloze
Create Contact in Xodo Sign when Company Change in Cloze
Popular Xodo Sign + Cloze 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
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Create Contact in Xodo Sign when Person Change in Cloze
Use this flowGet Final Signed Document from Xodo Sign when Person Change in Cloze
Use this flowSend Reminder via Xodo Sign when Person Change in Cloze
Use this flowFind and Download Document from Xodo Sign when Person Change in Cloze
Use this flowCreate Contact in Xodo Sign when Company Change in Cloze
Use this flowGet Final Signed Document from Xodo Sign when Company Change in Cloze
Use this flowSend Reminder via Xodo Sign when Company Change in Cloze
Use this flowFind and Download Document from Xodo Sign when Company Change in Cloze
Use this flowCreate Contact in Xodo Sign when Project Change in Cloze
Use this flowGet Final Signed Document from Xodo Sign when Project Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Cloze.
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.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Cloze 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 Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Cloze, and a separate workflow where Cloze 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 Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
