Connect Xodo Sign and Decision Vault
Integrate Xodo Sign with Decision Vault to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when Document Is Sent via Xodo Sign
PreCreate Matter in Decision Vault when Document Is Sent via Xodo Sign
Get Contacts for Matter from Decision Vault when Document Is Sent via Xodo Sign
Search Matter in Decisionvault when Document Completed in Xodo Sign
Get Contacts for Matter from Decision Vault when Document Completed in Xodo Sign
Popular Xodo Sign + Decision Vault 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
Decision Vault
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Search Matter in Decisionvault when Document Is Sent via Xodo Sign
Use this flowPreCreate Matter in Decision Vault when Document Is Sent via Xodo Sign
Use this flowGet Contacts for Matter from Decision Vault when Document Is Sent via Xodo Sign
Use this flowSearch Matter in Decisionvault when Document Completed in Xodo Sign
Use this flowGet Contacts for Matter from Decision Vault when Document Completed in Xodo Sign
Use this flowPreCreate Matter in Decision Vault when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Decision Vault.
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.
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.
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
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.
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About Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Decision Vault 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 Decision Vault 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 Decision Vault. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Decision Vault, and a separate workflow where Decision Vault 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 Decision Vault. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Decision Vault integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
