Connect Xodo Sign and Docusign
Integrate Xodo Sign with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in DocuSign when Document Is Sent via Xodo Sign
Update Workspace in DocuSign when Document Is Sent via Xodo Sign
Delete Workspace in Docusign when Document Is Sent via Xodo Sign
List/Search Workspace in DocuSign when Document Is Sent via Xodo Sign
Create a Bulk Send List in DocuSign when Document Is Sent via Xodo Sign
Popular Xodo Sign + Docusign 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
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Create Workspace in DocuSign when Document Is Sent via Xodo Sign
Use this flowUpdate Workspace in DocuSign when Document Is Sent via Xodo Sign
Use this flowDelete Workspace in Docusign when Document Is Sent via Xodo Sign
Use this flowList/Search Workspace in DocuSign when Document Is Sent via Xodo Sign
Use this flowCreate a Bulk Send List in DocuSign when Document Is Sent via Xodo Sign
Use this flowCreate Template in DocuSign when Document Is Sent via Xodo Sign
Use this flowUpdate Template in Docusign when Document Is Sent via Xodo Sign
Use this flowCreate Signing Group in Docusign when Document Is Sent via Xodo Sign
Use this flowAdd User to Signing Group in Docusign when Document Is Sent via Xodo Sign
Use this flowUpdate Signing Group in Docusign when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Docusign.
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 Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
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 Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Docusign 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 Docusign 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 Docusign. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Docusign, and a separate workflow where Docusign 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 Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
