Connect Xodo Sign and Solve CRM
Integrate Xodo Sign with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Company in Solve-crm
Get Final Signed Document from Xodo Sign when New Company in Solve-crm
Send Reminder via Xodo Sign when New Company in Solve-crm
Find and Download Document from Xodo Sign when New Company in Solve-crm
Create Contact in Xodo Sign when New Contacts in Solve CRM
Popular Xodo Sign + Solve CRM 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create Contact in Xodo Sign when New Company in Solve-crm
Use this flowGet Final Signed Document from Xodo Sign when New Company in Solve-crm
Use this flowSend Reminder via Xodo Sign when New Company in Solve-crm
Use this flowFind and Download Document from Xodo Sign when New Company in Solve-crm
Use this flowCreate Contact in Xodo Sign when New Contacts in Solve CRM
Use this flowGet Final Signed Document from Xodo Sign when New Contacts in Solve CRM
Use this flowSend Reminder via Xodo Sign when New Contacts in Solve CRM
Use this flowFind and Download Document from Xodo Sign when New Contacts in Solve CRM
Use this flowCreate Contact in Xodo Sign when New Tagged Contact in Solve-crm
Use this flowGet Final Signed Document from Xodo Sign when New Tagged Contact in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Solve CRM.
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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
Xodo Sign Automation: Eliminate Manual Document Work
Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Xodo Sign and Solve CRM free
No credit card required. Set up your first workflow in minutes.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Solve CRM 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 Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Solve CRM, and a separate workflow where Solve CRM 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
