Connect Xodo Sign and Nutshell
Integrate Xodo Sign with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find User in Nutshell when Document Is Sent via Xodo Sign
Create Company in Nutshell when Document Is Sent via Xodo Sign
List Users in Nutshell when Document Is Sent via Xodo Sign
List Account in Nutshell when Document Is Sent via Xodo Sign
List Account Type in Nutshell when Document Is Sent via Xodo Sign
Popular Xodo Sign + Nutshell 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
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
Find User in Nutshell when Document Is Sent via Xodo Sign
Use this flowCreate Company in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Users in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Account in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Account Type in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Activities in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Activity Types in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Custom Fields For Leads from Nutshell when Document Is Sent via Xodo Sign
Use this flowList Items For Leads in Nutshell when Document Is Sent via Xodo Sign
Use this flowList Leads in Nutshell when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Nutshell.
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.
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.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
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 Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Nutshell 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 Nutshell 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 Nutshell. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Nutshell, and a separate workflow where Nutshell 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 Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
