Connect Xodo Sign and Microsoft Teams
Integrate Xodo Sign with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Channel Message in Microsoft Teams when Document Is Sent via Xodo Sign
Create Channel in Microsoft Teams when Document Is Sent via Xodo Sign
Create Private Channel in Microsftteams when Document Is Sent via Xodo Sign
Reply to Channel Message in Microsftteams when Document Is Sent via Xodo Sign
Send Chat Message on Microsoft Teams when Document Is Sent via Xodo Sign
Popular Xodo Sign + Microsoft Teams 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
Microsoft Teams
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
Send Channel Message in Microsoft Teams when Document Is Sent via Xodo Sign
Use this flowCreate Channel in Microsoft Teams when Document Is Sent via Xodo Sign
Use this flowCreate Private Channel in Microsftteams when Document Is Sent via Xodo Sign
Use this flowReply to Channel Message in Microsftteams when Document Is Sent via Xodo Sign
Use this flowSend Chat Message on Microsoft Teams when Document Is Sent via Xodo Sign
Use this flowGet all Chats in Microsftteams when Document Is Sent via Xodo Sign
Use this flowGet all Teams in Microsftteams when Document Is Sent via Xodo Sign
Use this flowGet all Catalog in Microsftteams when Document Is Sent via Xodo Sign
Use this flowGet all Deleted Teams from Microsoft Teams when Document Is Sent via Xodo Sign
Use this flowSend Channel Message in Microsoft Teams when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Microsoft Teams.
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 Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
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.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
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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Learn how to automate Xodo Sign and Microsoft Teams workflows.
Learn how to automate Xodo Sign and Microsoft Teams workflows.
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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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams 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 Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
