Connect Xodo Sign and Unify
Integrate Xodo Sign with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Assistant in Unify when Document Is Sent via Xodo Sign
Update an Assistant in Unify when Document Is Sent via Xodo Sign
Delete an Assistant in Unify when Document Is Sent via Xodo Sign
Create Project in Unify when Document Is Sent via Xodo Sign
Rename Project in Unify when Document Is Sent via Xodo Sign
Popular Xodo Sign + Unify 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
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Create Assistant in Unify when Document Is Sent via Xodo Sign
Use this flowUpdate an Assistant in Unify when Document Is Sent via Xodo Sign
Use this flowDelete an Assistant in Unify when Document Is Sent via Xodo Sign
Use this flowCreate Project in Unify when Document Is Sent via Xodo Sign
Use this flowRename Project in Unify when Document Is Sent via Xodo Sign
Use this flowCreates Context in Unify when Document Is Sent via Xodo Sign
Use this flowDelete Context in Unify when Document Is Sent via Xodo Sign
Use this flowRename Context in Unify when Document Is Sent via Xodo Sign
Use this flowCreate Context Artifacts in Unify when Document Is Sent via Xodo Sign
Use this flowCreate Log in Unify when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Unify.
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 Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
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 Assistant
Create a new assistant.
Update an Assistant
Update assistant configuration.
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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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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Unify 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 Unify 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 Unify. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Unify, and a separate workflow where Unify 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 Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
