Connect Xodo Sign and Pipl.ai
Integrate Xodo Sign with Pipl.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a new workspace in Piplai when Document Is Sent via Xodo Sign
Create a new campaign in Piplai when Document Is Sent via Xodo Sign
List all campaigns in Piplai when Document Is Sent via Xodo Sign
Get campaign status in Piplai when Document Is Sent via Xodo Sign
Get campaign email accounts in Piplai when Document Is Sent via Xodo Sign
Popular Xodo Sign + Pipl.ai 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
Pipl.ai
Automatically do this!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Add a new workspace in Piplai when Document Is Sent via Xodo Sign
Use this flowCreate a new campaign in Piplai when Document Is Sent via Xodo Sign
Use this flowList all campaigns in Piplai when Document Is Sent via Xodo Sign
Use this flowGet campaign status in Piplai when Document Is Sent via Xodo Sign
Use this flowGet campaign email accounts in Piplai when Document Is Sent via Xodo Sign
Use this flowSet campaign name in Piplai when Document Is Sent via Xodo Sign
Use this flowPause campaign in Piplai when Document Is Sent via Xodo Sign
Use this flowAdd leads to a campaign in Piplai when Document Is Sent via Xodo Sign
Use this flowDelete leads from a campaign in Piplai when Document Is Sent via Xodo Sign
Use this flowLead Update in Pipl.ai when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Pipl.ai.
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.
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Pipl.ai 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 Pipl.ai 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 Pipl.ai. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Pipl.ai, and a separate workflow where Pipl.ai 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 Pipl.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Pipl.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
