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

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

Request a new Trigger for Xodo Sign

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Request a new Action for 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.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

Xodo Sign
Xodo Sign
Slack
Trello
Discord
LinkedIn
Google Sheets
Shopify
+2,100+ more apps

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

Xodo Sign

Action

Xodo Sign

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Xodo Sign

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.

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viaSocket

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.

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