Xodo Sign automation for signatures, contracts, and follow-up
Auto-send agreements, route signed files to your tools, and track approvals without manual follow-up.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Xodo Sign.
Update records in Xodo Sign automatically when data changes in the apps your team already uses.
Log Xodo Sign activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Xodo Sign
Ready-made flows built with Xodo Sign — preview one, then make it yours.
Ready to use Xodo Sign automations
Triggers and Actions in Xodo Sign Automations
viaSocket makes it simple to connect Xodo Sign and automate repetitive tasks.
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.
Real-world use cases of Xodo Sign integrations
See how Xodo Sign integrates with popular apps to automate tasks and streamline your workflow.
Send Xodo Sign contracts to HubSpot when a deal reaches contract sent.
Create Google Sheets rows for every signed NDA to track vendor onboarding.
Alert Slack when a proposal is signed, so sales can start handoff.
Send Gmail copies of Xodo Sign agreements when deals close.
Route signed Xodo Sign orders into your CRM for renewal follow-up.
Log Xodo Sign completion data in your spreadsheet for monthly compliance reporting.
How to get started with Xodo Sign automations
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
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Learn More About Automation
Xodo Sign Automation: Eliminate Manual Document Work
Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
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 viaSocket
viaSocket 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.
Learn More
