Connect Xodo Sign and Drift
Integrate Xodo Sign with Drift to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Known Contact in Drift when Document Is Sent via Xodo Sign
Create or Update Contact From External in Drift when Document Is Sent via Xodo Sign
Find User by End User Id in Drift when Document Is Sent via Xodo Sign
Find User by Anonymous Id in Drift when Document Is Sent via Xodo Sign
Update Known Contact in Drift when Document Completed in Xodo Sign
Popular Xodo Sign + Drift 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
Drift
Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Update Known Contact in Drift when Document Is Sent via Xodo Sign
Use this flowCreate or Update Contact From External in Drift when Document Is Sent via Xodo Sign
Use this flowFind User by End User Id in Drift when Document Is Sent via Xodo Sign
Use this flowFind User by Anonymous Id in Drift when Document Is Sent via Xodo Sign
Use this flowUpdate Known Contact in Drift when Document Completed in Xodo Sign
Use this flowCreate or Update Contact From External in Drift when Document Completed in Xodo Sign
Use this flowFind User by End User Id in Drift when Document Completed in Xodo Sign
Use this flowFind User by Anonymous Id in Drift when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Drift.
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.
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
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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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 Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Drift 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 Drift 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 Drift. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Drift, and a separate workflow where Drift 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 Drift. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Drift integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
