Connect Xodo Sign and EmailOctopus
Integrate Xodo Sign with EmailOctopus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Campaign Summary in Emailoctopus when Document Is Sent via Xodo Sign
Get a Contact in Emailoctopus when Document Is Sent via Xodo Sign
Get All Tags in Emailoctopus when Document Is Sent via Xodo Sign
Get All Contacts in Emailoctopus when Document Is Sent via Xodo Sign
Get a List in Emailoctopus when Document Is Sent via Xodo Sign
Popular Xodo Sign + EmailOctopus 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
EmailOctopus
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Add Or Update Contact In List
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Add Contact to a List
Get Campaign Summary in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowGet a Contact in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowGet All Tags in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowGet All Contacts in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowGet a List in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowCreate List Field in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowCreate Tag in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowCreate A List in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowUpdate List in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowUpdate Tag in Emailoctopus when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and EmailOctopus.
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.
Contact Unsubscribes
Triggers when a contact unsubscribes
Contact Is Created
Runs when contact is created
Updated Contact
Triggers when a new contact is updated
Email Bounced
Triggers when an email to a recipient bounces.
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.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
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.
Learn More About Automation
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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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and EmailOctopus 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 EmailOctopus 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 EmailOctopus. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in EmailOctopus, and a separate workflow where EmailOctopus 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 EmailOctopus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and EmailOctopus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
