Connect Xodo Sign and CompanyCam
Integrate Xodo Sign with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when Document Is Sent via Xodo Sign
Create Checklist From Template in CompanyCam when Document Is Sent via Xodo Sign
Add Project to CompanyCam when Document Is Sent via Xodo Sign
Add Project Label in Companycam when Document Is Sent via Xodo Sign
Update Project Notepad in CompanyCam when Document Is Sent via Xodo Sign
Popular Xodo Sign + CompanyCam 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
CompanyCam
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Add Photo in Companycam when Document Is Sent via Xodo Sign
Use this flowCreate Checklist From Template in CompanyCam when Document Is Sent via Xodo Sign
Use this flowAdd Project to CompanyCam when Document Is Sent via Xodo Sign
Use this flowAdd Project Label in Companycam when Document Is Sent via Xodo Sign
Use this flowUpdate Project Notepad in CompanyCam when Document Is Sent via Xodo Sign
Use this flowFind or Create Project in Companycam when Document Is Sent via Xodo Sign
Use this flowCreate Tag in CompanyCam when Document Is Sent via Xodo Sign
Use this flowCreate User in Companycam when Document Is Sent via Xodo Sign
Use this flowCreate Group in CompanyCam when Document Is Sent via Xodo Sign
Use this flowAdd Photo in Companycam when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and CompanyCam.
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.
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist 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.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
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 CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and CompanyCam 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 CompanyCam 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 CompanyCam. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in CompanyCam, and a separate workflow where CompanyCam 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 CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
