Connect Xodo Sign and SugarCRM
Integrate Xodo Sign with SugarCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when New Record Created in SugarCRM
Send Reminder via Xodo Sign when New Record Created in SugarCRM
Find and Download Document from Xodo Sign when New Record Created in SugarCRM
Create Contact in Xodo Sign when Record Updated in SugarCRM
Send Reminder via Xodo Sign when Record Updated in SugarCRM
Popular Xodo Sign + SugarCRM 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
SugarCRM
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Create Contact in Xodo Sign when New Record Created in SugarCRM
Use this flowSend Reminder via Xodo Sign when New Record Created in SugarCRM
Use this flowFind and Download Document from Xodo Sign when New Record Created in SugarCRM
Use this flowCreate Contact in Xodo Sign when Record Updated in SugarCRM
Use this flowSend Reminder via Xodo Sign when Record Updated in SugarCRM
Use this flowFind and Download Document from Xodo Sign when Record Updated in SugarCRM
Use this flowCreate Record In Any Module in any module of SugarCRM when Document Is Sent via Xodo Sign
Use this flowUpdate Record In Any Module in SugarCRM when Document Is Sent via Xodo Sign
Use this flowFind or Create Record In Any Module in SugarCRM when Document Is Sent via Xodo Sign
Use this flowCreate Lead in SugarCRM when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and SugarCRM.
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 Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and SugarCRM 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 SugarCRM 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 SugarCRM. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in SugarCRM, and a separate workflow where SugarCRM 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 SugarCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and SugarCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
