Connect Xodo Sign and Recruit CRM
Integrate Xodo Sign with Recruit CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note to Recruit CRM when Document Is Sent via Xodo Sign
Add Hostlist to Recruit CRM when Document Is Sent via Xodo Sign
Assign Candidate in Recruit CRM when Document Is Sent via Xodo Sign
Add Note to Recruit CRM when Document Completed in Xodo Sign
Add Hostlist to Recruit CRM when Document Completed in Xodo Sign
Popular Xodo Sign + Recruit CRM 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
Recruit CRM
Automatically do this!
Add Note
Add Hostlist
Assign Candidate
Add Note to Recruit CRM when Document Is Sent via Xodo Sign
Use this flowAdd Hostlist to Recruit CRM when Document Is Sent via Xodo Sign
Use this flowAssign Candidate in Recruit CRM when Document Is Sent via Xodo Sign
Use this flowAdd Note to Recruit CRM when Document Completed in Xodo Sign
Use this flowAdd Hostlist to Recruit CRM when Document Completed in Xodo Sign
Use this flowAssign Candidate in Recruit CRM when Document Completed in Xodo Sign
Use this flowCreate Contact in Xodo Sign when Call Log Added in Recruitcrm
Use this flowGet Final Signed Document from Xodo Sign when Call Log Added in Recruitcrm
Use this flowSend Reminder via Xodo Sign when Call Log Added in Recruitcrm
Use this flowFind and Download Document from Xodo Sign when Call Log Added in Recruitcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Recruit CRM.
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.
Call Log Added
Triggers when a new call log is added.
Call Log Updated
Triggers when a new call log is updated
Candidate Assigned
Triggers when a candidate is assigned to a job.
Candidate Added
Triggers when a new candidate is added.
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
Creates a new note
Add Hostlist
Creates a new hostlist
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 Recruit CRM
Recruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Recruit CRM 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 Recruit CRM 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 Recruit CRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Recruit CRM, and a separate workflow where Recruit CRM 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 Recruit CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Recruit CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
