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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Downloads the final signed document and provides a link to it.
Sends a reminder to a signer to prompt them to sign a document.
Automate when something happens in Xodo Sign
Login -> Create new flow -> Select trigger -> Search Xodo Sign -> Choose the trigger from the list
Take action in Xodo Sign when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Xodo Sign -> Choose the action from the list
Trigger
Action
See how Xodo Sign integrates with popular apps to automate tasks and streamline your workflow.

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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