Connect Xodo Sign and Doubletick
Integrate Xodo Sign with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when Document Is Sent via Xodo Sign
Send WhatsApp Media Message in Doubletick when Document Is Sent via Xodo Sign
Send WhatsApp Template Message in Doubletick when Document Is Sent via Xodo Sign
Create a new group in Doubletick when Document Is Sent via Xodo Sign
Add a member to a group in Doubletick when Document Is Sent via Xodo Sign
Popular Xodo Sign + Doubletick 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
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when Document Is Sent via Xodo Sign
Use this flowSend WhatsApp Media Message in Doubletick when Document Is Sent via Xodo Sign
Use this flowSend WhatsApp Template Message in Doubletick when Document Is Sent via Xodo Sign
Use this flowCreate a new group in Doubletick when Document Is Sent via Xodo Sign
Use this flowAdd a member to a group in Doubletick when Document Is Sent via Xodo Sign
Use this flowDelete a group in Doubletick when Document Is Sent via Xodo Sign
Use this flowGet Customer Details in Doubletick when Document Is Sent via Xodo Sign
Use this flowAdd Tag to a Customer in Doubletick when Document Is Sent via Xodo Sign
Use this flowDelete a Template in Doubletick when Document Is Sent via Xodo Sign
Use this flowAssign team member to chat in Doubletick when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Doubletick.
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.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Doubletick 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 Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Doubletick, and a separate workflow where Doubletick 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 Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
