Connect Xodo Sign and TidyCal
Integrate Xodo Sign with TidyCal to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Xodo Sign when When a new booking is created in TidyCal
Get Final Signed Document from Xodo Sign when When a new booking is created in TidyCal
Send Reminder via Xodo Sign when When a new booking is created in TidyCal
Find and Download Document from Xodo Sign when When a new booking is created in TidyCal
Create Contact in Xodo Sign when When a booking is cancelled in TidyCal
Popular Xodo Sign + TidyCal 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
TidyCal
Automatically do this!
Find Bookings
List Teams
Find Booking Details
Cancel Booking
Create Booking
List Booking Types
Create Contact in Xodo Sign when When a new booking is created in TidyCal
Use this flowGet Final Signed Document from Xodo Sign when When a new booking is created in TidyCal
Use this flowSend Reminder via Xodo Sign when When a new booking is created in TidyCal
Use this flowFind and Download Document from Xodo Sign when When a new booking is created in TidyCal
Use this flowCreate Contact in Xodo Sign when When a booking is cancelled in TidyCal
Use this flowGet Final Signed Document from Xodo Sign when When a booking is cancelled in TidyCal
Use this flowSend Reminder via Xodo Sign when When a booking is cancelled in TidyCal
Use this flowFind and Download Document from Xodo Sign when When a booking is cancelled in TidyCal
Use this flowCreate Contact in Xodo Sign when When a booking is rescheduled in TidyCal
Use this flowGet Final Signed Document from Xodo Sign when When a booking is rescheduled in TidyCal
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and TidyCal.
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 booking is created
Runs the workflow automatically whenever a new booking is created in the account.
When a booking is cancelled
Runs the workflow automatically whenever a booking is cancelled in TidyCal.
When a booking is rescheduled
Runs the workflow automatically whenever a booking is rescheduled in the account.
When a new booking type is created
Runs the workflow automatically whenever a new booking type 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.
Find Bookings
Retrieve bookings, optionally filtered by start/end date and cancellation status.
List Teams
List teams for the account, optionally returning a specific page of results.
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 TidyCal
TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and TidyCal 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 TidyCal 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 TidyCal. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in TidyCal, and a separate workflow where TidyCal 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 TidyCal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and TidyCal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
