Connect Xodo Sign and Smartlead AI
Integrate Xodo Sign with Smartlead AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List all Campaigns in Smartleadai when Document Is Sent via Xodo Sign
Create Campaign in Smartleadai when Document Is Sent via Xodo Sign
Get Campaign By Id in Smartleadai when Document Is Sent via Xodo Sign
Delete Campaign By Id in Smartlead AI when Document Is Sent via Xodo Sign
List all leads by Campaign ID in Smartleadai when Document Is Sent via Xodo Sign
Popular Xodo Sign + Smartlead AI 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
Smartlead AI
Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
List all Campaigns in Smartleadai when Document Is Sent via Xodo Sign
Use this flowCreate Campaign in Smartleadai when Document Is Sent via Xodo Sign
Use this flowGet Campaign By Id in Smartleadai when Document Is Sent via Xodo Sign
Use this flowDelete Campaign By Id in Smartlead AI when Document Is Sent via Xodo Sign
Use this flowList all leads by Campaign ID in Smartleadai when Document Is Sent via Xodo Sign
Use this flowFetch Lead Categories from Smartlead AI when Document Is Sent via Xodo Sign
Use this flowFetch Lead by email address from Smartlead AI when Document Is Sent via Xodo Sign
Use this flowUpdate lead by ID in Smartleadai when Document Is Sent via Xodo Sign
Use this flowAdd Client in Smartleadai when Document Is Sent via Xodo Sign
Use this flowAdd leads to a campaign by ID in Smartleadai when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Smartlead AI.
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.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category 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.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Smartlead AI 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 Smartlead AI 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 Smartlead AI. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Smartlead AI, and a separate workflow where Smartlead AI 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 Smartlead AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Smartlead AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
