Connect Xodo Sign and Zoho Invoice
Integrate Xodo Sign with Zoho Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when Document Is Sent via Xodo Sign
Create Contact in Zoho Invoice when Document Is Sent via Xodo Sign
Create Item in Zoho Invoice when Document Is Sent via Xodo Sign
Create Estimate in Zoho Invoice when Document Is Sent via Xodo Sign
Create Contact Person in Zoho-invoice when Document Is Sent via Xodo Sign
Popular Xodo Sign + Zoho Invoice 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
Zoho Invoice
Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
Create Invoice in Zoho-invoice when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Zoho Invoice when Document Is Sent via Xodo Sign
Use this flowCreate Item in Zoho Invoice when Document Is Sent via Xodo Sign
Use this flowCreate Estimate in Zoho Invoice when Document Is Sent via Xodo Sign
Use this flowCreate Contact Person in Zoho-invoice when Document Is Sent via Xodo Sign
Use this flowRecord Payment in Zoho Invoice when Document Is Sent via Xodo Sign
Use this flowFind Invoice in Zoho-invoice when Document Is Sent via Xodo Sign
Use this flowUpdate Contact in Zoho-invoice when Document Is Sent via Xodo Sign
Use this flowFind contact in Zoho-invoice when Document Is Sent via Xodo Sign
Use this flowUpdate invoice in Zoho Invoice when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Zoho Invoice.
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 Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
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 Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Zoho Invoice 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 Zoho Invoice 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 Zoho Invoice. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Zoho Invoice, and a separate workflow where Zoho Invoice 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 Zoho Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Zoho Invoice integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
