Connect Xodo Sign and Microsoft Outlook
Integrate Xodo Sign with Microsoft Outlook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Microsoft Outlook when Document Is Sent via Xodo Sign
Create Draft Email in Microsoft Outlook when Document Is Sent via Xodo Sign
Create Calendar Event in Microsoft Outlook when Document Is Sent via Xodo Sign
Cancel Calendar Event in Microsoft Outlook when Document Is Sent via Xodo Sign
Send Email via Microsoft Outlook when Document Is Sent via Xodo Sign
Popular Xodo Sign + Microsoft Outlook 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 Outlook
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Cancel Calendar Event
Send Email
Update Contact
Find Contacts
Get User Details
List Contact Folders
List Messages
List Events
List Contacts
List Mail Folders
Get Mail Folder Changes
Get Email Attachments
Forward Email
Move Email to Folder
Mark Email as Read or Unread
Flag Email
Create Contact in Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowCreate Draft Email in Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowCreate Calendar Event in Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowCancel Calendar Event in Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowSend Email via Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowFind Contacts in Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowGet User Details in Microsoft-outlook when Document Is Sent via Xodo Sign
Use this flowList Contact Folders from Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowList Messages from Microsoft Outlook when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Microsoft Outlook.
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.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
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 Contact
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
Create Draft Email
Create a draft email with subject, body, and recipients (To, CC, BCC); auto-detect HTML or plain-text body and accept comma- or semicolon-separated recipient lists.
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 Outlook 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 Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Microsoft Outlook 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 Outlook 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 Outlook. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook 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 Outlook. 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 Outlook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
