Connect Xodo Sign and Pinch Payments
Integrate Xodo Sign with Pinch Payments to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Scheduled Payment in Pinch Payments when Document Is Sent via Xodo Sign
Add a Source to a Payer in Pinch when Document Is Sent via Xodo Sign
Create or Update Payer in Pinch when Document Is Sent via Xodo Sign
Add a Subscription to Pinch when Document Is Sent via Xodo Sign
Find a Subscription in Pinch when Document Is Sent via Xodo Sign
Popular Xodo Sign + Pinch Payments 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
Pinch Payments
Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
Create or Update Scheduled Payment in Pinch Payments when Document Is Sent via Xodo Sign
Use this flowAdd a Source to a Payer in Pinch when Document Is Sent via Xodo Sign
Use this flowCreate or Update Payer in Pinch when Document Is Sent via Xodo Sign
Use this flowAdd a Subscription to Pinch when Document Is Sent via Xodo Sign
Use this flowFind a Subscription in Pinch when Document Is Sent via Xodo Sign
Use this flowCreate Realtime Payment with Pinch Payments when Document Is Sent via Xodo Sign
Use this flowFind an Event in Pinch when Document Is Sent via Xodo Sign
Use this flowFind Payer in Pinch when Document Is Sent via Xodo Sign
Use this flowCreate or Update Scheduled Payment in Pinch Payments when Document Completed in Xodo Sign
Use this flowAdd a Source to a Payer in Pinch when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Pinch Payments.
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 Payer
Triggered when a new payer created in Pinch Payments.
New Subscription
Triggered when a new subscription is created in Pinch Payments.
New Payment
Triggered when a new payment is created in Pinch Payments.
Payer Updated
Triggered when a payer is updated in Pinch Payments.
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 or Update Scheduled Payment
Create or update a scheduled payment for a payer.
Add a Source to a Payer
Add a payment source (e.g., bank account or credit card) to a payer.
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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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 Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Pinch Payments 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 Pinch Payments 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 Pinch Payments. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Pinch Payments, and a separate workflow where Pinch Payments 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 Pinch Payments. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Pinch Payments integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
