Connect Xodo Sign and ResourceGuru
Integrate Xodo Sign with ResourceGuru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Booking in ResourceGuru when Document Is Sent via Xodo Sign
Update Client in ResourceGuru when Document Is Sent via Xodo Sign
Update Booking in ResourceGuru when Document Is Sent via Xodo Sign
Create Project in ResourceGuru when Document Is Sent via Xodo Sign
Update Project in ResourceGuru when Document Is Sent via Xodo Sign
Popular Xodo Sign + ResourceGuru 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
ResourceGuru
Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
Create Booking in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowUpdate Client in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowUpdate Booking in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowCreate Project in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowUpdate Project in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowCreate Client in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowUpdate Time Off Event in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowCreate Time Off Event in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowList active activity types in ResourceGuru when Document Is Sent via Xodo Sign
Use this flowList bookings from ResourceGuru when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and ResourceGuru.
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 or Updated Booking
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
New or Updated Client
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
New or Updated Time Off Event
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
New or Updated Project
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
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 Booking
Creates a new booking.
Update Client
Updates an existing client.
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 ResourceGuru
ResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and ResourceGuru 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 ResourceGuru 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 ResourceGuru. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in ResourceGuru, and a separate workflow where ResourceGuru 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 ResourceGuru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and ResourceGuru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
