Connect Xodo Sign and FreeAgent
Integrate Xodo Sign with FreeAgent to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Contact in FreeAgent
Get Final Signed Document from Xodo Sign when New Contact in FreeAgent
Send Reminder via Xodo Sign when New Contact in FreeAgent
Find and Download Document from Xodo Sign when New Contact in FreeAgent
Create Contact in Xodo Sign when New Invoice in FreeAgent
Popular Xodo Sign + FreeAgent 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
FreeAgent
Automatically do this!
Create Task
Create Contact
Create User
Create a Project
Update a Task
Delete a Task
Update a Contact
Delete a Contact
Get a Contact
Update an User
Delete a User
Get a User
Update a Project
Delete a Project
Get a Project
Create Contact in Xodo Sign when New Contact in FreeAgent
Use this flowGet Final Signed Document from Xodo Sign when New Contact in FreeAgent
Use this flowSend Reminder via Xodo Sign when New Contact in FreeAgent
Use this flowFind and Download Document from Xodo Sign when New Contact in FreeAgent
Use this flowCreate Contact in Xodo Sign when New Invoice in FreeAgent
Use this flowGet Final Signed Document from Xodo Sign when New Invoice in FreeAgent
Use this flowSend Reminder via Xodo Sign when New Invoice in FreeAgent
Use this flowFind and Download Document from Xodo Sign when New Invoice in FreeAgent
Use this flowCreate Contact in Xodo Sign when New Task in FreeAgent
Use this flowGet Final Signed Document from Xodo Sign when New Task in FreeAgent
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and FreeAgent.
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 you add a new contact.
New Invoice
Triggers when a new invoice is added or meets criterion.
New Task
Triggers when a new task is added.
New User
Triggers when a new user is added.
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 Task
Create a task inside a project.
Create Contact
Create a new contact in FreeAgent.
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 FreeAgent
FreeAgent is a comprehensive accounting software designed to simplify financial management for small businesses and freelancers. It offers features such as invoicing, expense tracking, project management, and tax forecasting, making it an ideal solution for managing business finances efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and FreeAgent 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 FreeAgent 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 FreeAgent. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in FreeAgent, and a separate workflow where FreeAgent 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 FreeAgent. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and FreeAgent integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
