Connect Xodo Sign and Customer.io
Integrate Xodo Sign with Customer.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List campaigns in Customer when Document Is Sent via Xodo Sign
Create manual segment in Customer when Document Is Sent via Xodo Sign
Delete a segment in Customer when Document Is Sent via Xodo Sign
List campaigns in Customer when Document Completed in Xodo Sign
Create manual segment in Customer when Document Completed in Xodo Sign
Popular Xodo Sign + Customer.io 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
Customer.io
Automatically do this!
List campaigns
Create manual segment
Delete a segment
List campaigns in Customer when Document Is Sent via Xodo Sign
Use this flowCreate manual segment in Customer when Document Is Sent via Xodo Sign
Use this flowDelete a segment in Customer when Document Is Sent via Xodo Sign
Use this flowList campaigns in Customer when Document Completed in Xodo Sign
Use this flowCreate manual segment in Customer when Document Completed in Xodo Sign
Use this flowDelete a segment in Customer when Document Completed in Xodo Sign
Use this flowCreate Contact in Xodo Sign when Customer Events from Customer.io
Use this flowGet Final Signed Document from Xodo Sign when Customer Events from Customer.io
Use this flowSend Reminder via Xodo Sign when Customer Events from Customer.io
Use this flowFind and Download Document from Xodo Sign when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Customer.io.
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.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
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.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
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 Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Customer.io 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 Customer.io 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 Customer.io. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Customer.io, and a separate workflow where Customer.io 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 Customer.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Customer.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
