Xodo Sign + TextMagic Integration

Integrate TextMagic to Xodo Sign in one click, or tell Integrately AI how you want each contact handled. Create contacts, log incoming messages, update records, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • TextMagic
    Incoming message is received in TextMagic Instant
  • TextMagic
    Missed an incoming call in TextMagic Instant
  • TextMagic
    Incoming call is received in TextMagic Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic Instant
Arrow Right
2.
  • Xodo Sign
    Create contact in Xodo Sign
  • TextMagic
    Send message in TextMagic
  • TextMagic
    Create contact in TextMagic
  • TextMagic
    Add contact to list in TextMagic
  • TextMagic
    Search contact in TextMagic
  • TextMagic
    Remove contact from list in TextMagic
  • TextMagic
    Lookup phone in TextMagic
  • TextMagic
    Lookup email in TextMagic
  • TextMagic
    Set custom field value in TextMagic
  • TextMagic
    Change forwarding number in TextMagic
  • TextMagic
    Create list in TextMagic
  • TextMagic
    Search list in TextMagic

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Ready Workflows Ready Workflows for TextMagic + Xodo Sign Integration

Capture incoming messages, create contacts, update records, and manage document tasks, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your TextMagic + Xodo Sign flow

Route incoming messages to your CRM, alert your team, and keep all customer records synchronized across platforms. Pick a combination and activate it in one click.

Xodo Sign
TextMagic
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
T
X
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When an incoming message is received in TextMagic, create a contact in Xodo Sign, and create a lead in Salesforce.
TextMagic messages immediately establish a Xodo Sign contact and a new Salesforce lead without manual entry.
X
T
S
When a document is completed in Xodo Sign, send a confirmation message via TextMagic, and update the matching Salesforce record.
Completed Xodo Sign documents trigger an instant TextMagic text and update your Salesforce record automatically.
T
X
S
When a missed incoming call occurs in TextMagic, create a contact in Xodo Sign, and create a task in Salesforce for follow-up.
Missed calls in TextMagic create Xodo Sign contacts and log follow-up tasks in Salesforce instantly.
X
T
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When a document is signed in Xodo Sign, add the subscriber in TextMagic to a contact list, and update the lead stage in Salesforce.
Signed documents in Xodo Sign update your TextMagic lists and advance lead stages in Salesforce automatically.

Supported triggers and actions for Xodo Sign and TextMagic

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
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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
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Create contact in Xodo Sign
Adds a new contact to the database
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TextMagic
TextMagic Triggers & Actions
Instant
Incoming message is received in TextMagic
Triggers the automation when an incoming SMS is received
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Instant
Missed an incoming call in TextMagic
Triggers the automation when an incoming call is missed
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Instant
Incoming call is received in TextMagic
Triggers the automation when an incoming call is received
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Instant
Subscriber is unsubscribed in TextMagic
Triggers the automation when a subscriber opts out from further communication
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Send message in TextMagic
Delivers a message to a designated recipient
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Create contact in TextMagic
Adds a new contact to the database
Try it →
Add contact to list in TextMagic
Adds a new contact to a list
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Search contact in TextMagic
Finds and retrieves contact information
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Remove contact from list in TextMagic
Removes a particular contact from a designated list
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Lookup phone in TextMagic
Retrieves contact information associated with a phone number
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Lookup email in TextMagic
Searches for and retrieve email addresses based on particular criteria
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Set custom field value in TextMagic
Sets a custom field value
Try it →
Change forwarding number in TextMagic
Updates the phone number that all incoming calls are forwarded to
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Create list in TextMagic
Generates a new list
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Search list in TextMagic
Scans and retrieves results for a particular list
Try it →

What can you automate with TextMagic + Xodo Sign?

Connect your messaging and e-signature tools to eliminate manual data entry across every step of your workflow.

What you can automate?
Create contacts from incoming messages instantly
Automatically generate a Xodo Sign contact whenever an incoming message is received in TextMagic. Eliminate manual copy-pasting between communication channels and signing tools.
📋
Capture every submitted contact detail
Map phone numbers, names, and emails from TextMagic into Xodo Sign and your CRM. Ensure your database captures complete contact profiles on every interaction.
🔔
Trigger instant team notifications
Send immediate text alerts or email notices as soon as a document is signed or completed in Xodo Sign. Keep your team informed without manual checking.
🔀
Route workflows based on message content
Execute different follow-up actions depending on the specific keywords or options submitted in incoming TextMagic messages. Direct urgent inquiries to the right team members.
🔄
Keep destination records fully updated
Automatically update contact lists, deal stages, and document statuses across your stack whenever status changes occur in TextMagic or Xodo Sign.
🔍
Search and prevent duplicate entries
Lookup existing phone numbers and email addresses in TextMagic before creating new contacts. Maintain a clean database without clutter.
📄
Handle document completions and cancellations
Trigger automated responses when documents are completed, signed, or cancelled in Xodo Sign. Keep administrative records synchronized in real time.
🔗
Extend flows to popular supporting apps
Connect your core TextMagic and Xodo Sign automation to Gmail, Google Drive, or Slack. Push signed files and notifications directly to your favorite workspace tools.
And much more...

Who is TextMagic + Xodo Sign integration for?

Teams managing customer communications, document agreements, and pipeline records benefit from automated workflows that remove manual entry.

Operations Managers
Operations Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Operations Managers
You rely on communication logs and signed agreements to track team output, but delayed manual entry leaves your reporting dashboards outdated — with this integration, every incoming message and completed document syncs instantly and your operational metrics stay current.
Sales Representatives
You need to act fast when prospects respond via SMS or sign contracts, but manual data transfer causes frustrating delays in outreach — with this integration, every TextMagic message and Xodo Sign document triggers instant CRM updates so you never miss a buying signal.
🤝
Account Managers
You answer to clients who expect immediate confirmation when agreements are signed and messages are sent, but manual tracking leads to communication gaps — with this integration, every milestone updates automatically and client visibility remains crystal clear.
💬
Customer Support Teams
The volume of incoming client texts and document verifications is too high for anyone to keep up by hand, leading to bottlenecks — with this integration, every inquiry and signature event routes automatically so your team stays ahead of customer requests.
📋
Project Coordinators
You own project kickoffs and depend on upstream handoffs between messaging tools and signing apps, but manual notifications cause dropped steps — with this integration, every completed document triggers downstream tasks seamlessly and keeps projects moving.
📁
Compliance Officers
You need a reliable history of all subscriber messages and signed documents, but manual logging creates dangerous gaps in audit trails — with this integration, every communication and agreement is logged immutably and your compliance records stay pristine.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Xodo Sign + TextMagic

Build and manage your Xodo Sign + TextMagic 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 + TextMagic 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
Select a trigger from Google Sheets
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 TextMagic to Xodo Sign?
Frequently Asked Questions
You can connect TextMagic to Xodo Sign in 1 click using ready automation templates on Integrately. With 42,000+ active users, you can also ask Integrately AI to build custom multi-step workflows linking your CRM, email, and messaging tools.
Can I automatically create Xodo Sign contacts from incoming TextMagic messages?
Frequently Asked Questions
Can I connect TextMagic, Xodo Sign, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for TextMagic and Xodo Sign?
Frequently Asked Questions
How does TextMagic handle incoming messages in this integration?
Frequently Asked Questions
Can Xodo Sign document completions trigger TextMagic notifications?
Frequently Asked Questions
Do I need coding skills to automate TextMagic and Xodo Sign?
Frequently Asked Questions
Is the TextMagic and Xodo Sign integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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