Popular Xodo Sign + Slack flows

Start from a real workflow other teams are already running.

Choose a trigger

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Xodo Sign

When this happens...

Choose an action

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Slack

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Xodo Sign and Slack.

When this happensTriggers

A trigger is an event that starts a workflow.

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

New Message in Channels

New Message in Channels

Runs when a new message is received in a specific Slack channel. You can select which channel to monitor.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message on Slack

New Message on Slack

Runs when a new message is posted anywhere in Slack — across all channels and direct messages. No channel filter applied.

New Thread Message

New Thread Message

Runs when new thread message

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Send Message

Send Message

Send or schedule a message to a channel, user, or thread; supports channel names and IDs.

Send Interactive Messages

Send Interactive Messages

Collect approval or form responses

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate Xodo Sign and Slack workflows.

Video 2

Learn how to automate Xodo Sign and Slack workflows.

Video 3

Learn how to automate Xodo Sign and Slack workflows.

Video 4

Learn how to automate Xodo Sign and Slack workflows.

Video 5

Learn how to automate Xodo Sign and Slack workflows.

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Integrations Xodo Sign
Xodo Sign + Slack
Xodo Sign logo

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
Integrations Slack
Slack + Xodo Sign
Slack logo

About Slack

Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.

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Frequently Asked Questions

How do I connect Xodo Sign and Slack?

Sign up for a free viaSocket account, then authorize both your Xodo Sign and Slack 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and Slack as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Xodo Sign to Slack?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Slack. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Xodo Sign triggers actions in Slack, and a separate workflow where Slack triggers actions in Xodo Sign. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Xodo Sign and Slack. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Xodo Sign and Slack integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.