Connect YCloud and Xodo Sign
Integrate YCloud with Xodo Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send an Email via YCloud when Document Is Sent via Xodo Sign
Retrieve balance in Ycloud when Document Is Sent via Xodo Sign
List Unsubscribers from YCloud when Document Is Sent via Xodo Sign
List Voice Records from YCloud when Document Is Sent via Xodo Sign
List WhatsApp Business Accounts from YCloud when Document Is Sent via Xodo Sign
Popular YCloud + Xodo Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
YCloud
When this happens...
- Request a new Trigger for YCloud
Choose an action
Xodo Sign
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Send an Email via YCloud when Document Is Sent via Xodo Sign
Use this flowRetrieve balance in Ycloud when Document Is Sent via Xodo Sign
Use this flowList Unsubscribers from YCloud when Document Is Sent via Xodo Sign
Use this flowList Voice Records from YCloud when Document Is Sent via Xodo Sign
Use this flowList WhatsApp Business Accounts from YCloud when Document Is Sent via Xodo Sign
Use this flowList WhatsApp Business Phone Numbers from YCloud when Document Is Sent via Xodo Sign
Use this flowList WhatsApp Templates from YCloud when Document Is Sent via Xodo Sign
Use this flowSend an Email via YCloud when Document Completed in Xodo Sign
Use this flowRetrieve balance in Ycloud when Document Completed in Xodo Sign
Use this flowList Unsubscribers from YCloud when Document Completed in Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between YCloud and Xodo Sign.
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 YCloud integrations.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
List Voice Records
Get all Voice Records from ycloud.
List WhatsApp Business Accounts
Get all WhatsApp business accounts from ycloud.
List WhatsApp Business Phone Numbers
Get all WhatsApp business phone numbers from ycloud.
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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your YCloud and Xodo Sign 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 YCloud and Xodo Sign 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 Xodo Sign. No coding required.
Yes. You can set up a workflow where YCloud triggers actions in Xodo Sign, and a separate workflow where Xodo Sign triggers actions in YCloud. 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 YCloud and Xodo Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire YCloud and Xodo Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
