Connect Xodo Sign and Voucherify
Integrate Xodo Sign with Voucherify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Category in Voucherify when Document Is Sent via Xodo Sign
Create Segment in Voucherify when Document Is Sent via Xodo Sign
Update Reward in Voucherify when Document Is Sent via Xodo Sign
Update Customer in Voucherify when Document Is Sent via Xodo Sign
Create Contact in Xodo Sign when Voucher Created in Voucherify
Popular Xodo Sign + Voucherify 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
Voucherify
Automatically do this!
Create Category
Create Segment
Update Reward
Update Customer
Create Category in Voucherify when Document Is Sent via Xodo Sign
Use this flowCreate Segment in Voucherify when Document Is Sent via Xodo Sign
Use this flowUpdate Reward in Voucherify when Document Is Sent via Xodo Sign
Use this flowUpdate Customer in Voucherify when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Xodo Sign when Voucher Created in Voucherify
Use this flowGet Final Signed Document from Xodo Sign when Voucher Created in Voucherify
Use this flowSend Reminder via Xodo Sign when Voucher Created in Voucherify
Use this flowFind and Download Document from Xodo Sign when Voucher Created in Voucherify
Use this flowCreate Category in Voucherify when Document Completed in Xodo Sign
Use this flowCreate Segment in Voucherify when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Voucherify.
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.
Voucher Created
Trigger when a new voucher 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 Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
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.
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About Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Voucherify 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 Voucherify 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 Voucherify. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Voucherify, and a separate workflow where Voucherify 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 Voucherify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Voucherify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
