Connect Xodo Sign and Taskade
Integrate Xodo Sign with Taskade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Taskade when Document Is Sent via Xodo Sign
Update Task Content in Taskade when Document Is Sent via Xodo Sign
Create Task or Subtask in Taskade when Document Is Sent via Xodo Sign
Get All Folders from Taskade when Document Is Sent via Xodo Sign
Get Projects in Folder from a folder in Taskade when Document Is Sent via Xodo Sign
Popular Xodo Sign + Taskade 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
Taskade
Automatically do this!
Create Project
Update Task Content
List All Workspaces
Create Task or Subtask
Get All Folders
Get Projects in Folder
Change Task Status
List Project Tasks
Create Project in Taskade when Document Is Sent via Xodo Sign
Use this flowUpdate Task Content in Taskade when Document Is Sent via Xodo Sign
Use this flowCreate Task or Subtask in Taskade when Document Is Sent via Xodo Sign
Use this flowGet All Folders from Taskade when Document Is Sent via Xodo Sign
Use this flowGet Projects in Folder from a folder in Taskade when Document Is Sent via Xodo Sign
Use this flowChange Task Status in Taskade when Document Is Sent via Xodo Sign
Use this flowList Project Tasks from Taskade when Document Is Sent via Xodo Sign
Use this flowUpdate Task Content in Taskade when Document Completed in Xodo Sign
Use this flowList All Workspaces from Taskade when Document Completed in Xodo Sign
Use this flowCreate Task or Subtask in Taskade when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Taskade.
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.
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 Project
Initiate a fresh project in your workspace for efficient team collaboration and organization.
Update Task Content
Update a task's content within a project.
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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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 Taskade
Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Taskade 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 Taskade 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 Taskade. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Taskade, and a separate workflow where Taskade 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 Taskade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Taskade integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
