Connect Xodo Sign and Klipfolio
Integrate Xodo Sign with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when Document Is Sent via Xodo Sign
Delete User from Group in Klipfolio when Document Is Sent via Xodo Sign
Reset Password operation in Klipfolio when Document Is Sent via Xodo Sign
Resend Invitation in Klipfolio when Document Is Sent via Xodo Sign
Create/Update User Properties in Klipfolio when Document Is Sent via Xodo Sign
Popular Xodo Sign + Klipfolio 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
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add User to Group in Klipfolio when Document Is Sent via Xodo Sign
Use this flowDelete User from Group in Klipfolio when Document Is Sent via Xodo Sign
Use this flowReset Password operation in Klipfolio when Document Is Sent via Xodo Sign
Use this flowResend Invitation in Klipfolio when Document Is Sent via Xodo Sign
Use this flowCreate/Update User Properties in Klipfolio when Document Is Sent via Xodo Sign
Use this flowDelete User Properties in Klipfolio when Document Is Sent via Xodo Sign
Use this flowAssign User to Role in Klipfolio when Document Is Sent via Xodo Sign
Use this flowRemove User from Role in Klipfolio when Document Is Sent via Xodo Sign
Use this flowDelete User Tab Instance in Klipfolio when Document Is Sent via Xodo Sign
Use this flowAdd a user to the role in Klipfolio when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Klipfolio.
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.
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.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Klipfolio 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 Klipfolio 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 Klipfolio. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Klipfolio, and a separate workflow where Klipfolio 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 Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
