Connect Xodo Sign and klenty
Integrate Xodo Sign with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect in Klenty when Document Is Sent via Xodo Sign
Change Status To Do Not Contact in Klenty when Document Is Sent via Xodo Sign
Revert Prospect Status From Do Not Contact in Klenty when Document Is Sent via Xodo Sign
Start Cadence in Klenty when Document Is Sent via Xodo Sign
Stop All Mails to Prospect in Klenty when Document Is Sent via Xodo Sign
Popular Xodo Sign + klenty 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
klenty
Automatically do this!
Create Prospect
Change Status To Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Create Prospect in Klenty when Document Is Sent via Xodo Sign
Use this flowChange Status To Do Not Contact in Klenty when Document Is Sent via Xodo Sign
Use this flowRevert Prospect Status From Do Not Contact in Klenty when Document Is Sent via Xodo Sign
Use this flowStart Cadence in Klenty when Document Is Sent via Xodo Sign
Use this flowStop All Mails to Prospect in Klenty when Document Is Sent via Xodo Sign
Use this flowStop Cadence in Klenty when Document Is Sent via Xodo Sign
Use this flowUnsubscribe Prospect in Klenty when Document Is Sent via Xodo Sign
Use this flowUpdate Prospect in Klenty when Document Is Sent via Xodo Sign
Use this flowCreate Prospect in Klenty when Document Completed in Xodo Sign
Use this flowChange Status To Do Not Contact in Klenty when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and klenty.
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.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
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 Prospect
Create a new prospect in Klenty
Change Status To Do Not Contact
Mark a prospect as Do Not Contact to prevent future emails
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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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 klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and klenty 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 klenty 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 klenty. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in klenty, and a separate workflow where klenty 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 klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
