Connect Xodo Sign and Simplicate
Integrate Xodo Sign with Simplicate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Project in Simplicate when Document Is Sent via Xodo Sign
List All Organization in Simplicate when Document Is Sent via Xodo Sign
List All Expenses from Simplicate when Document Is Sent via Xodo Sign
List All Contact Person from Simplicate when Document Is Sent via Xodo Sign
List All Person from Simplicate when Document Is Sent via Xodo Sign
Popular Xodo Sign + Simplicate 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
Simplicate
Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
Update Project in Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Organization in Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Expenses from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Contact Person from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Person from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Hours from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Employee from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Employee Custom Field Groups from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Employee Custom Field from Simplicate when Document Is Sent via Xodo Sign
Use this flowList All Leave from Simplicate when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Simplicate.
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 Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees created.
New Hours
Triggers when new hours are 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.
Update Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Simplicate 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 Simplicate 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 Simplicate. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Simplicate, and a separate workflow where Simplicate 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 Simplicate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Simplicate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
