Connect Xodo Sign and Manifestly Checklists
Integrate Xodo Sign with Manifestly Checklists to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Run Workflow in Manifestly when Document Is Sent via Xodo Sign
Get Workflow Details from Manifestly Checklists when Document Is Sent via Xodo Sign
Add Workflow Step in Manifestly when Document Is Sent via Xodo Sign
Create or Update a Workflow in Manifestly Checklists when Document Is Sent via Xodo Sign
Update a Run in Manifestly when Document Is Sent via Xodo Sign
Popular Xodo Sign + Manifestly Checklists 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
Manifestly Checklists
Automatically do this!
Create Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
Create Run Workflow in Manifestly when Document Is Sent via Xodo Sign
Use this flowGet Workflow Details from Manifestly Checklists when Document Is Sent via Xodo Sign
Use this flowAdd Workflow Step in Manifestly when Document Is Sent via Xodo Sign
Use this flowCreate or Update a Workflow in Manifestly Checklists when Document Is Sent via Xodo Sign
Use this flowUpdate a Run in Manifestly when Document Is Sent via Xodo Sign
Use this flowList Active Workflows in Manifestly when Document Is Sent via Xodo Sign
Use this flowList Archived Workflows in Manifestly when Document Is Sent via Xodo Sign
Use this flowList Runs from Manifestly Checklists when Document Is Sent via Xodo Sign
Use this flowList Users in Manifestly when Document Is Sent via Xodo Sign
Use this flowList Departments in Manifestly when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Manifestly Checklists.
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 Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
Run started
Triggers when the workflow is started.
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 Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Manifestly Checklists, and a separate workflow where Manifestly Checklists 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 Manifestly Checklists. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Manifestly Checklists integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
