Connect Xodo Sign and Instantly
Integrate Xodo Sign with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Lead in Campaign in Instantly.ai
Get Final Signed Document from Xodo Sign when New Lead in Campaign in Instantly.ai
Send Reminder via Xodo Sign when New Lead in Campaign in Instantly.ai
Find and Download Document from Xodo Sign when New Lead in Campaign in Instantly.ai
Create Contact in Xodo Sign when New Email Received
Popular Xodo Sign + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Create Contact in Xodo Sign when New Lead in Campaign in Instantly.ai
Use this flowGet Final Signed Document from Xodo Sign when New Lead in Campaign in Instantly.ai
Use this flowSend Reminder via Xodo Sign when New Lead in Campaign in Instantly.ai
Use this flowFind and Download Document from Xodo Sign when New Lead in Campaign in Instantly.ai
Use this flowCreate Contact in Xodo Sign when New Email Received
Use this flowGet Final Signed Document from Xodo Sign when New Email Received
Use this flowSend Reminder via Xodo Sign when New Email Received
Use this flowFind and Download Document from Xodo Sign when New Email Received
Use this flowCreate Contact in Xodo Sign when New Email Sent via Instantly
Use this flowGet Final Signed Document from Xodo Sign when New Email Sent via Instantly
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Instantly.
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 Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
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 Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead 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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From idea to automation.
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
