Connect Xodo Sign and karlia
Integrate Xodo Sign with karlia to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xodo Sign + karlia 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
karlia
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
List All Users in Karlia when Document Is Sent via Xodo Sign
Use this flowCreate Purchase in Karlia when Document Is Sent via Xodo Sign
Use this flowCreate Event in Karlia when Document Is Sent via Xodo Sign
Use this flowCreate Note in Karlia when Document Is Sent via Xodo Sign
Use this flowCreate Time in Karlia when Document Is Sent via Xodo Sign
Use this flowCreate Project in Karlia when Document Is Sent via Xodo Sign
Use this flowCreate Project Subtask in Karlia when Document Is Sent via Xodo Sign
Use this flowUpdate Event in Karlia when Document Is Sent via Xodo Sign
Use this flowUpdate Purchase in Karlia when Document Is Sent via Xodo Sign
Use this flowUpdate Project in Karlia when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and karlia.
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 Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Update Supplier
Triggers when a supplier is 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.
List All Users
Retrieve the list of all users
Create Purchase
Create an Purchase.
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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and karlia 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 karlia 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 karlia. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in karlia, and a separate workflow where karlia 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 karlia. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and karlia integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
