Connect Xodo Sign and Pennylane
Integrate Xodo Sign with Pennylane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Pennylane when Document Is Sent via Xodo Sign
Create a Product in Pennylane when Document Is Sent via Xodo Sign
Update Customer in Pennylane when Document Is Sent via Xodo Sign
Update Product in Pennylane when Document Is Sent via Xodo Sign
Create Estimate in Pennylane when Document Is Sent via Xodo Sign
Popular Xodo Sign + Pennylane 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
Pennylane
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Create Customer in Pennylane when Document Is Sent via Xodo Sign
Use this flowCreate a Product in Pennylane when Document Is Sent via Xodo Sign
Use this flowUpdate Customer in Pennylane when Document Is Sent via Xodo Sign
Use this flowUpdate Product in Pennylane when Document Is Sent via Xodo Sign
Use this flowCreate Estimate in Pennylane when Document Is Sent via Xodo Sign
Use this flowCreate Company Customer in Pennylane when Document Is Sent via Xodo Sign
Use this flowCreate Quote in Pennylane when Document Is Sent via Xodo Sign
Use this flowUpdate a company customer in Pennylane when Document Is Sent via Xodo Sign
Use this flowCreate Customer in Pennylane when Document Completed in Xodo Sign
Use this flowCreate a Product in Pennylane when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Pennylane.
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 Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product 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.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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
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 2,000+ 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.
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
Start automating Xodo Sign and Pennylane free
No credit card required. Set up your first workflow in minutes.
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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Pennylane 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 Pennylane 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 Pennylane. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Pennylane, and a separate workflow where Pennylane 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 Pennylane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Pennylane integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
