Connect Xodo Sign and Plumsail Documents
Integrate Xodo Sign with Plumsail Documents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when Document Is Sent via Xodo Sign
Extract text from PDF using Plumsail Documents when Document Is Sent via Xodo Sign
Convert Image to PDF using Plumsail Documents when Document Is Sent via Xodo Sign
Merge DOCX Files in Plumsaildocuments when Document Is Sent via Xodo Sign
Merge Any Files Into PDF in Plumsaildocuments when Document Is Sent via Xodo Sign
Popular Xodo Sign + Plumsail Documents 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
Plumsail Documents
Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Add WaterMark to a Plumsail Document when Document Is Sent via Xodo Sign
Use this flowExtract text from PDF using Plumsail Documents when Document Is Sent via Xodo Sign
Use this flowConvert Image to PDF using Plumsail Documents when Document Is Sent via Xodo Sign
Use this flowMerge DOCX Files in Plumsaildocuments when Document Is Sent via Xodo Sign
Use this flowMerge Any Files Into PDF in Plumsaildocuments when Document Is Sent via Xodo Sign
Use this flowMerge XLSX Files in Plumsaildocuments when Document Is Sent via Xodo Sign
Use this flowConvert PDF to Image in Plumsaildocuments when Document Is Sent via Xodo Sign
Use this flowEmail to PDF in Plumsaildocuments when Document Is Sent via Xodo Sign
Use this flowStart Process in Plumsaildocuments when Document Is Sent via Xodo Sign
Use this flowConvert PDF to Text using Plumsail Documents when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Plumsail Documents.
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 WaterMark
Add a watermark to PDF as text.
Protect PDF document
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
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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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.
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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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Plumsail Documents 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 Plumsail Documents 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 Plumsail Documents. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents 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 Plumsail Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
