Xodo Sign Automation: Eliminate Manual Document Work

There’s a familiar frustration that comes with documents.
You upload a file to Xodo Sign, send it for signature, then wait. And wait. Then you manually remind the signer, update a spreadsheet, upload the signed copy somewhere else, and notify your team. None of this is hard—but all of it steals time.

Automation changes the rhythm completely. When Xodo Sign is connected to the rest of your tools through viaSocket, documents stop being tasks you manage and start becoming workflows that move on their own.

Table of Contents

1. Auto-send contracts when a deal is marked ready

2. Save signed documents instantly to cloud storage

3. Notify teams the moment a document is signed

4. Create tasks automatically after signatures

5. Keep your CRM updated without manual edits

Sales teams often lose momentum between “deal agreed” and “contract sent.” Someone has to notice the status change, prepare the document, and send it out. That gap costs time and sometimes the deal itself.
With automation, the moment a deal is marked ready in your CRM, Xodo Sign sends the contract automatically. No reminders. No delays. Just forward motion.

Downloading signed PDFs and uploading them to folders is quiet, repetitive work. It also creates version confusion when someone forgets to upload the final copy.
viaSocket watches for completed signatures in Xodo Sign and saves them directly to your cloud storage, named and organized exactly how you want. The document is there before anyone asks for it.

Teams shouldn’t have to keep checking dashboards to see if something is done. That’s busywork disguised as awareness.
When a document is signed in Xodo Sign, viaSocket sends an instant notification to your team chat. Everyone knows exactly when to move forward, without chasing updates.

Once a document is signed, real work usually begins—onboarding, invoicing, delivery. Manually creating follow-up tasks slows that transition.
Automation creates tasks the second a signature is completed, ensuring nothing slips through the cracks and work starts immediately.

Updating records after every signed document sounds small until you do it dozens of times a week. It’s repetitive and error-prone.
With viaSocket, Xodo Sign updates your CRM automatically—status changes, timestamps, and document links included. Your data stays accurate without manual cleanup.

Take Your Xodo Sign Workflows to the Next Level

Xodo Sign already simplifies signing. Automation takes it further—removing follow-ups, eliminating duplicate work, and creating workflows that scale as your business grows. This isn’t about speed alone; it’s about building systems that don’t depend on memory or manual effort.

Start automating in minutes with viaSocket!