Connect Xodo Sign and Parma
Integrate Xodo Sign with Parma to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note to Contact in Parma when Document Is Sent via Xodo Sign
Create Relationship in Parma when Document Is Sent via Xodo Sign
Get Relationship Details from Parma when Document Is Sent via Xodo Sign
Delete Relationship in Parma when Document Is Sent via Xodo Sign
List Deals from Parma when Document Is Sent via Xodo Sign
Popular Xodo Sign + Parma flows
Start from a real workflow other teams are already running.
Add Note to Contact in Parma when Document Is Sent via Xodo Sign
Use this flowCreate Relationship in Parma when Document Is Sent via Xodo Sign
Use this flowGet Relationship Details from Parma when Document Is Sent via Xodo Sign
Use this flowDelete Relationship in Parma when Document Is Sent via Xodo Sign
Use this flowList Deals from Parma when Document Is Sent via Xodo Sign
Use this flowList Groups from Parma when Document Is Sent via Xodo Sign
Use this flowList All Notes from Parma when Document Is Sent via Xodo Sign
Use this flowList All Pipelines from Parma when Document Is Sent via Xodo Sign
Use this flowList Relationships from Parma when Document Is Sent via Xodo Sign
Use this flowList Relationship Groups from Parma when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Parma.
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 Relationship
Runs when new relationship
New Note Added
Trigger when new note is added
New Deal Created
Triggers when a new deal is created
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.
Add Note to Contact
Add a note to a contact
Create Relationship
Add a person or 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 Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Parma 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 Parma 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 Parma. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Parma, and a separate workflow where Parma 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 Parma. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Parma integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
