Connect Xodo Sign and Nifty
Integrate Xodo Sign with Nifty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xodo Sign + Nifty 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
Nifty
Automatically do this!
Create Task
Update Task
Create Project
Update Project
Create Milestone
List All Members
Get User Details
Create Portfolio
Create Document
Create Status
Create Tag
Find Task
Find Projects
Find Milestones
Update Milestone or List
Find Document
Update Document
Create Task in Nifty when Document Is Sent via Xodo Sign
Use this flowUpdate Task in Nifty when Document Is Sent via Xodo Sign
Use this flowCreate Project in Nifty when Document Is Sent via Xodo Sign
Use this flowUpdate Project in Nifty when Document Is Sent via Xodo Sign
Use this flowCreate Milestone in Nifty when Document Is Sent via Xodo Sign
Use this flowList All Members in Nifty when Document Is Sent via Xodo Sign
Use this flowGet User Details from Nifty when Document Is Sent via Xodo Sign
Use this flowCreate Portfolio in Nifty when Document Is Sent via Xodo Sign
Use this flowCreate Document in Nifty when Document Is Sent via Xodo Sign
Use this flowCreate Status in Nifty when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Nifty.
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 Document Created
Triggers when a new document is uploaded to a task or project.
New Project Is Created
Runs when project is created
New Message Sent
Triggers instantly when a new message is sent
New File Is Uploaded
Runs when new file is uploaded
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 Task
Create a task in a project
Update Task
Updates details of an existing task.
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 Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Nifty 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 Nifty 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 Nifty. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Nifty, and a separate workflow where Nifty 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 Nifty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Nifty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
