Connect Xodo Sign and Insightly
Integrate Xodo Sign with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when Document Is Sent via Xodo Sign
Update Record in Insightly when Document Is Sent via Xodo Sign
List Contact in Insightly when Document Is Sent via Xodo Sign
List Emails from Insightly when Document Is Sent via Xodo Sign
List Events from Insightly when Document Is Sent via Xodo Sign
Popular Xodo Sign + Insightly 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
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Create Record in Insightly when Document Is Sent via Xodo Sign
Use this flowUpdate Record in Insightly when Document Is Sent via Xodo Sign
Use this flowList Contact in Insightly when Document Is Sent via Xodo Sign
Use this flowList Emails from Insightly when Document Is Sent via Xodo Sign
Use this flowList Events from Insightly when Document Is Sent via Xodo Sign
Use this flowList Leads from Insightly when Document Is Sent via Xodo Sign
Use this flowList Lead Sources from Insightly when Document Is Sent via Xodo Sign
Use this flowList Lead Statuses from Insightly when Document Is Sent via Xodo Sign
Use this flowList Milestones from Insightly when Document Is Sent via Xodo Sign
Use this flowList Notes from Insightly when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Insightly.
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 or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or 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.
Create Record
Creates a Record.
Update Record
Updates a Record
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 Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Insightly 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 Insightly 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 Insightly. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Insightly, and a separate workflow where Insightly 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 Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
