Connect Xodo Sign and Financial Cents
Integrate Xodo Sign with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when Document Is Sent via Xodo Sign
Create Contact in Financial Cents when Document Is Sent via Xodo Sign
Create Client in Financial-cents when Document Is Sent via Xodo Sign
Update Contact in Financial Cents when Document Is Sent via Xodo Sign
Find Contacts in Financial Cents when Document Is Sent via Xodo Sign
Popular Xodo Sign + Financial Cents 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
Financial Cents
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Find Clients in Financial Cents when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Financial Cents when Document Is Sent via Xodo Sign
Use this flowCreate Client in Financial-cents when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Financial Cents when Document Is Sent via Xodo Sign
Use this flowFind Contacts in Financial Cents when Document Is Sent via Xodo Sign
Use this flowFind Templates in Financial Cents when Document Is Sent via Xodo Sign
Use this flowCreate Project Resources in Financial Cents when Document Is Sent via Xodo Sign
Use this flowUpdate Client in Financial Cents when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Financial Cents when Document Completed in Xodo Sign
Use this flowCreate Contact in Xodo Sign when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Financial Cents.
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.
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client updated
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.
Find Clients
Finds a client based on name.
Create Contact
Create a new 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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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 Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Financial Cents 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 Financial Cents 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 Financial Cents. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Financial Cents, and a separate workflow where Financial Cents 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 Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Financial Cents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
