Connect Xodo Sign and DocuMocu
Integrate Xodo Sign with DocuMocu to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Category in Documocu when Document Is Sent via Xodo Sign
Archive a Document in Documocu when Document Is Sent via Xodo Sign
Create a Contact in Documocu when Document Is Sent via Xodo Sign
Create a Document in DocuMocu when Document Is Sent via Xodo Sign
Create a Product in Documocu when Document Is Sent via Xodo Sign
Popular Xodo Sign + DocuMocu 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
DocuMocu
Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
Create a Category in Documocu when Document Is Sent via Xodo Sign
Use this flowArchive a Document in Documocu when Document Is Sent via Xodo Sign
Use this flowCreate a Contact in Documocu when Document Is Sent via Xodo Sign
Use this flowCreate a Document in DocuMocu when Document Is Sent via Xodo Sign
Use this flowCreate a Product in Documocu when Document Is Sent via Xodo Sign
Use this flowCreate a Recipient in Documocu when Document Is Sent via Xodo Sign
Use this flowCreate a Role in Documocu when Document Is Sent via Xodo Sign
Use this flowDuplicate a Product in Documocu when Document Is Sent via Xodo Sign
Use this flowRestore a Document in Documocu when Document Is Sent via Xodo Sign
Use this flowRestore a Product in Documocu when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and DocuMocu.
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.
Create a Category
Create a new category.
Archive a Document
Moves a document to archive. Can be restored later.
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 DocuMocu
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and DocuMocu 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 DocuMocu 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 DocuMocu. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in DocuMocu, and a separate workflow where DocuMocu 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 DocuMocu. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and DocuMocu integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
