Connect Xodo Sign and Moskit
Integrate Xodo Sign with Moskit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Deal Note in Moskit when Document Is Sent via Xodo Sign
Add Project Note to Moskit when Document Is Sent via Xodo Sign
Archive Project in Moskit when Document Is Sent via Xodo Sign
Change Activity Responsible in Moskit when Document Is Sent via Xodo Sign
Create Product in Moskit when Document Is Sent via Xodo Sign
Popular Xodo Sign + Moskit 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
Moskit
Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
Add Deal Note in Moskit when Document Is Sent via Xodo Sign
Use this flowAdd Project Note to Moskit when Document Is Sent via Xodo Sign
Use this flowArchive Project in Moskit when Document Is Sent via Xodo Sign
Use this flowChange Activity Responsible in Moskit when Document Is Sent via Xodo Sign
Use this flowCreate Product in Moskit when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Moskit when Document Is Sent via Xodo Sign
Use this flowCreate Activity in Moskit when Document Is Sent via Xodo Sign
Use this flowSearch User in Moskit when Document Is Sent via Xodo Sign
Use this flowSearch Activity in Moskit when Document Is Sent via Xodo Sign
Use this flowAdd Company Note in Moskit when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Moskit.
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 Contact
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is created.
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 Deal Note
Create note in deal.
Add Project Note
Add note in Project
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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AI will build it for you
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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Moskit 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 Moskit 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 Moskit. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Moskit, and a separate workflow where Moskit 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 Moskit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Moskit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
