Connect Xodo Sign and Microsoft Sharepoint
Integrate Xodo Sign with Microsoft Sharepoint to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Reminder via Xodo Sign when New List Created in Sharepoint
Create Contact in Xodo Sign when Updated List Item in Sharepoint
Send Reminder via Xodo Sign when Updated List Item in Sharepoint
Create Contact in Xodo Sign when New List Created in Sharepoint
Find and Download Document from Xodo Sign when Updated List Item in Sharepoint
Popular Xodo Sign + Microsoft Sharepoint 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
Microsoft Sharepoint
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Send Reminder via Xodo Sign when New List Created in Sharepoint
Use this flowCreate Contact in Xodo Sign when Updated List Item in Sharepoint
Use this flowSend Reminder via Xodo Sign when Updated List Item in Sharepoint
Use this flowCreate Contact in Xodo Sign when New List Created in Sharepoint
Use this flowFind and Download Document from Xodo Sign when Updated List Item in Sharepoint
Use this flowFind and Download Document from Xodo Sign when New List Created in Sharepoint
Use this flowCreate a list in Sharepoint when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Xodo Sign when New List Item Created in Sharepoint
Use this flowCreate a List Item in Sharepoint when Document Is Sent via Xodo Sign
Use this flowCreate a list in Sharepoint when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Microsoft Sharepoint.
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 List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
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 a list
Create a new list
Create a List Item
Creates a new List Item.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Xodo Sign and Microsoft Sharepoint workflows.
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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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Microsoft Sharepoint, and a separate workflow where Microsoft Sharepoint 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 Microsoft Sharepoint. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Microsoft Sharepoint integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
