Connect Xodo Sign and Float
Integrate Xodo Sign with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Client in Float when Document Is Sent via Xodo Sign
List All Clients from Float when Document Is Sent via Xodo Sign
List All Department from Float when Document Is Sent via Xodo Sign
List All Milestones from Float when Document Is Sent via Xodo Sign
List All Person from Float when Document Is Sent via Xodo Sign
Popular Xodo Sign + Float 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
Float
Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
Create or Update Client in Float when Document Is Sent via Xodo Sign
Use this flowList All Clients from Float when Document Is Sent via Xodo Sign
Use this flowList All Department from Float when Document Is Sent via Xodo Sign
Use this flowList All Milestones from Float when Document Is Sent via Xodo Sign
Use this flowList All Person from Float when Document Is Sent via Xodo Sign
Use this flowList all Phases from Float when Document Is Sent via Xodo Sign
Use this flowList All Project Task from Float when Document Is Sent via Xodo Sign
Use this flowList All Project from Float when Document Is Sent via Xodo Sign
Use this flowCreate Time Entry in Float when Document Is Sent via Xodo Sign
Use this flowCreate or Upadate Department in Float when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Float.
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 Milestone
Triggers when a new milestone is created.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
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 or Update Client
Create New client or Update existing client
List All Clients
Retrieves the list of all clients
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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Float 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 Float 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 Float. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Float, and a separate workflow where Float 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 Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
