Connect Xodo Sign and Salesflare
Integrate Xodo Sign with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find account in Salesflare when Document Is Sent via Xodo Sign
Find Contact in Salesflare when Document Is Sent via Xodo Sign
Find Opportunity in Salesflare when Document Is Sent via Xodo Sign
Find Person in Salesflare when Document Is Sent via Xodo Sign
Find Pipeline Stage in Salesflare when Document Is Sent via Xodo Sign
Popular Xodo Sign + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find account in Salesflare when Document Is Sent via Xodo Sign
Use this flowFind Contact in Salesflare when Document Is Sent via Xodo Sign
Use this flowFind Opportunity in Salesflare when Document Is Sent via Xodo Sign
Use this flowFind Person in Salesflare when Document Is Sent via Xodo Sign
Use this flowFind Pipeline Stage in Salesflare when Document Is Sent via Xodo Sign
Use this flowFind User in Salesflare when Document Is Sent via Xodo Sign
Use this flowFind a Workflow in Salesflare when Document Is Sent via Xodo Sign
Use this flowAdd Contact to Account in Salesflare when Document Is Sent via Xodo Sign
Use this flowAdd User to Account in Salesflare when Document Is Sent via Xodo Sign
Use this flowCreate Account in Salesflare when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Salesflare.
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 Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
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.
Find account
Find an account
Find Contact
Find a contact
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
