Xodo Sign + Signaturely Integration

Integrate Signaturely to Xodo Sign in one click, or tell Integrately AI how you want each document handled. Track signing requests, create contacts, update your documents, and trigger follow-ups automatically.

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1.
  • Xodo Sign
    Document is completed in Xodo Sign Instant
  • Xodo Sign
    Document is sent in Xodo Sign Instant
  • Xodo Sign
    Document is signed in Xodo Sign Instant
  • Xodo Sign
    Document is created in Xodo Sign Instant
  • Xodo Sign
    Document is cancelled in Xodo Sign Instant
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
Arrow Right
2.
  • Xodo Sign
    Create contact in Xodo Sign
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows   for Xodo Sign + Signaturely Integration

Create contacts, track signing requests, store completed documents, and streamline your workflow, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Signaturely + Xodo Sign flow

Organise signed documents, notify your team, and sync contract data across your CRM and storage tools. Pick a combination and activate it in one click.

Xodo Sign
Signaturely
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
DocparserDocparser (3)
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When a document is completed in Signaturely, create a contact in Xodo Sign, and create a contact in Salesforce.
Completed Signaturely documents immediately trigger contact creation in Xodo Sign and Salesforce without manual entry.
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X
S
When a document is sent in Signaturely, create a signing request in Xodo Sign, and update the contact in Salesforce.
Track outbound Signaturely documents by creating Xodo Sign requests and updating your Salesforce contact records.
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S
S
When a document is completed in Xodo Sign, search document in Signaturely, and create a task in Salesforce.
Find related Signaturely documents when a Xodo Sign document completes, and log a follow-up task in Salesforce.
X
C
S
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Use Claude to review signed documents in Xodo Sign, search document in Signaturely, and update Salesforce.
Analyse signed Xodo Sign documents with Claude, cross-reference Signaturely documents, and update Salesforce records.

Supported triggers and actions for Xodo Sign and Signaturely

Mix and match to build the exact automation you need

Xodo Sign
Xodo Sign Triggers & Actions
Instant
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
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Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
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Instant
Document is signed in Xodo Sign
Triggers the automation when a document is signed
Try it →
Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
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Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
Try it →
Create contact in Xodo Sign
Adds a new contact to the database
Try it →
Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
Try it →
Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
Try it →
Create signing request in Signaturely
Sends a new signing request
Try it →
Search document in Signaturely
Locates and retrieves document based on search criteria
Try it →

What can you automate with Signaturely + Xodo Sign?

Connect your document signing platforms to synchronise contacts, trigger follow-ups, and manage agreements automatically.

What you can automate?
📄
Sync completed documents into contacts
Automatically capture signed agreements from Signaturely and create corresponding contact records in Xodo Sign without manual copying.
📝
Capture every document field and signing detail
Map all submitted signature data and metadata across your connected apps so your archives contain complete agreement details.
🔔
Alert your team the moment documents complete
Send instant notifications to your team channels as soon as a signing request is finalised in Signaturely or Xodo Sign.
🔀
Route workflows based on document properties
Trigger different follow-up actions depending on the specific fields, roles, or contract types submitted by your signers.
🔄
Keep downstream records updated as agreements change
Automatically update existing records across your CRM and storage tools whenever a signing status is modified.
🔍
Search and match existing document records
Prevent duplicates by searching for existing signing requests and customer profiles before creating new entries.
⚙️
Handle later status changes and cancellations
Automatically update your pipeline tasks and contact records if a document is cancelled or requires re-signing.
🔌
Extend your signing workflow to Slack
Connect your core document pair with Slack to broadcast real-time signing completions directly to your team.
And much more...

Who is Signaturely + Xodo Sign integration for?

Business operations teams, sales leaders, and legal administrators who manage contracts and signatures can eliminate manual duplicate data entry and accelerate agreement workflows.

Operations directors
Operations directors
Sales managers
Sales managers
Account executives
Account executives
Legal operations teams
Legal operations teams
Customer success leads
Customer success leads
Finance administrators
Finance administrators
📈
Operations directors
You track contract completion metrics to report performance, but execution stats only update when someone manually exports document data, so your dashboard numbers are always delayed — with this integration, every completed document updates your tracking records instantly and your reports stay current.
Sales managers
You need to initiate onboarding and provisioning the moment client contracts are signed, but you find out about completed agreements hours too late — with this integration, every signed document triggers customer creation automatically so your delivery team can begin work without delay.
🤝
Account executives
You answer to clients asking about contract status updates, but finding document progress across separate signing tools slows down your replies — with this integration, signing requests and completions sync across platforms so you always have accurate status details ready.
📋
Legal operations teams
The high volume of incoming client agreements makes manual record keeping impossible to sustain without errors — with this integration, every signed document and contact syncs automatically across your tools and eliminates manual tracking bottlenecks.
🔄
Customer success leads
You depend on upstream document approvals to hand over new client accounts, but delayed notifications stall your onboarding timeline — with this integration, completed signatures immediately trigger your CRM and task workflows so client handovers happen right away.
🗂️
Finance administrators
You need a complete and reliable history of executed agreements for auditing, but manual archiving leaves recurring gaps in your records — with this integration, every completed signing request stores safely and logs accurate transaction histories across your stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Xodo Sign + Signaturely

Build and manage your Xodo Sign + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Xodo Sign + Signaturely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Signaturely to Xodo Sign?
Frequently Asked Questions
You can connect Signaturely to Xodo Sign instantly using ready-made workflows or by asking Integrately AI to set up your integration in 1 click.
Can I automatically create Xodo Sign contacts when a Signaturely document is completed?
Frequently Asked Questions
Can I connect Signaturely, Xodo Sign, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Signaturely and Xodo Sign?
Frequently Asked Questions
How does Signaturely handle document triggers in automation?
Frequently Asked Questions
Can Xodo Sign document completions trigger other app actions?
Frequently Asked Questions
Do I need coding skills to automate Signaturely and Xodo Sign?
Frequently Asked Questions
Is the Signaturely and Xodo Sign integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Signaturely or Xodo Sign With 1500+ Other Apps

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