Connect Xodo Sign and SurveyMars
Integrate Xodo Sign with SurveyMars to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact Group in SurveyMars when Document Is Sent via Xodo Sign
Create Survey From Template in SurveyMars when Document Is Sent via Xodo Sign
Create Survey with AI in SurveyMars when Document Is Sent via Xodo Sign
Get AI-Created Survey Details from SurveyMars when Document Is Sent via Xodo Sign
Find Surveys in SurveyMars when Document Is Sent via Xodo Sign
Popular Xodo Sign + SurveyMars 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
SurveyMars
Automatically do this!
Create Contact Group
Create Survey From Template
Create Survey with AI
Get AI-Created Survey Details
Find Surveys
List Users
Create Contact
Pause Survey
Publish Survey
Create Contact Group in SurveyMars when Document Is Sent via Xodo Sign
Use this flowCreate Survey From Template in SurveyMars when Document Is Sent via Xodo Sign
Use this flowCreate Survey with AI in SurveyMars when Document Is Sent via Xodo Sign
Use this flowGet AI-Created Survey Details from SurveyMars when Document Is Sent via Xodo Sign
Use this flowFind Surveys in SurveyMars when Document Is Sent via Xodo Sign
Use this flowList Users from SurveyMars when Document Is Sent via Xodo Sign
Use this flowCreate Contact in SurveyMars when Document Is Sent via Xodo Sign
Use this flowPause Survey in SurveyMars when Document Is Sent via Xodo Sign
Use this flowPublish Survey on SurveyMars when Document Is Sent via Xodo Sign
Use this flowCreate Contact Group in SurveyMars when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and SurveyMars.
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.
When a new survey response is submitted
Runs the workflow automatically whenever a new response is submitted to a survey.
When a new survey is created
Runs the workflow automatically whenever a new survey is created in the account.
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 Contact Group
Create one or more contact groups by name, optionally assigning a parent group.
Create Survey From Template
Create a new survey from an existing template.
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.
Learn More About Automation
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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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and SurveyMars 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 SurveyMars 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 SurveyMars. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in SurveyMars, and a separate workflow where SurveyMars 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 SurveyMars. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and SurveyMars integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
