Connect Xodo Sign and Userflow
Integrate Xodo Sign with Userflow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Track Event in Userflow when Document Is Sent via Xodo Sign
Delete Group in Userflow when Document Is Sent via Xodo Sign
Find Group in Userflow when Document Is Sent via Xodo Sign
Find User in Userflow when Document Is Sent via Xodo Sign
Create/Update User in Userflow when Document Is Sent via Xodo Sign
Popular Xodo Sign + Userflow flows
Start from a real workflow other teams are already running.
Track Event in Userflow when Document Is Sent via Xodo Sign
Use this flowDelete Group in Userflow when Document Is Sent via Xodo Sign
Use this flowFind Group in Userflow when Document Is Sent via Xodo Sign
Use this flowFind User in Userflow when Document Is Sent via Xodo Sign
Use this flowCreate/Update User in Userflow when Document Is Sent via Xodo Sign
Use this flowCreate/Update Group in Userflow when Document Is Sent via Xodo Sign
Use this flowTrack Event in Userflow when Document Completed in Xodo Sign
Use this flowDelete Group in Userflow when Document Completed in Xodo Sign
Use this flowFind Group in Userflow when Document Completed in Xodo Sign
Use this flowFind User in Userflow when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Userflow.
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.
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
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.
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
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 Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Userflow 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 Userflow 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 Userflow. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Userflow, and a separate workflow where Userflow 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 Userflow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Userflow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
