Connect Xodo Sign and OneHash CRM
Integrate Xodo Sign with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Record in OneHash CRM
Get Final Signed Document from Xodo Sign when New Record in OneHash CRM
Send Reminder via Xodo Sign when New Record in OneHash CRM
Find and Download Document from Xodo Sign when New Record in OneHash CRM
Create Contact in Xodo Sign when record is created or updated in OneHash CRM
Popular Xodo Sign + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create Contact in Xodo Sign when New Record in OneHash CRM
Use this flowGet Final Signed Document from Xodo Sign when New Record in OneHash CRM
Use this flowSend Reminder via Xodo Sign when New Record in OneHash CRM
Use this flowFind and Download Document from Xodo Sign when New Record in OneHash CRM
Use this flowCreate Contact in Xodo Sign when record is created or updated in OneHash CRM
Use this flowGet Final Signed Document from Xodo Sign when record is created or updated in OneHash CRM
Use this flowSend Reminder via Xodo Sign when record is created or updated in OneHash CRM
Use this flowFind and Download Document from Xodo Sign when record is created or updated in OneHash CRM
Use this flowCreate new lead in OneHash CRM when Document Is Sent via Xodo Sign
Use this flowUpdate lead details in OneHash CRM when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and OneHash CRM.
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 Record
runs when new record is created
record is created or updated
runs when record is created or updated
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 new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
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.
Learn More About Automation
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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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
