Microsoft Teams + Xodo Sign Integration

Integrate Microsoft Teams to Xodo Sign in one click, or tell Integrately AI how you want each document handled. Notify your team, update project channels, track contract completions, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • 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
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2.
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • Xodo Sign
    Create contact in Xodo Sign

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Ready Workflows Ready Workflows for Microsoft Teams + Xodo Sign Integration

Notify your team of signed contracts, update project channels, track document statuses, and streamline handoffs, all in just one click.

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Connect more apps to your Microsoft Teams + Xodo Sign flow

Sync signed contracts to your CRM, store paperwork securely in cloud storage, and alert your team across messaging channels. Pick a combination and activate it in one click.

Microsoft Teams
Xodo Sign
+
SalesforceSalesforce (4)
+
Google DriveGoogle Drive (3)
+
DocuSignDocuSign (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
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When a document is completed in Xodo Sign, create a contact in Salesforce and notify your team in Microsoft Teams.
Completed Xodo Sign agreements instantly generate Salesforce contacts while Microsoft Teams alerts your sales team.
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When a Xodo Sign document is sent, update the Salesforce record and post an update in Microsoft Teams.
Sent Xodo Sign agreements update your Salesforce records and notify Microsoft Teams channels instantly.
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If a Xodo Sign document is signed, update Salesforce and send a priority alert in Microsoft Teams.
Signed Xodo Sign agreements trigger Salesforce stage updates and priority Microsoft Teams channel alerts.
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When a Xodo Sign document is cancelled, update Salesforce and notify your team in Microsoft Teams.
Cancelled Xodo Sign documents update Salesforce records and alert Microsoft Teams channels immediately.

Supported triggers and actions for Microsoft Teams and Xodo Sign

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Search user in Microsoft Teams
Searches for a user
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Get chat message in Microsoft Teams
Get chat message
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it →
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
Try it →

What can you automate with Microsoft Teams + Xodo Sign?

Streamline your document workflows by connecting signature events directly to your team communications and data systems.

What you can automate?
📝
Notify your team of completed documents automatically
Send a channel message in Microsoft Teams the moment a document is completed in Xodo Sign. Eliminate manual status checks and keep everyone informed.
📋
Capture every document field in your CRM
Map all submitted contact details and signature timestamps directly into your connected CRM. Ensure your customer databases are always populated accurately.
🔔
Alert the right person as soon as contracts are sent
Trigger instant team notifications when outbound Xodo Sign agreements are dispatched. Maintain total visibility over active negotiations.
🔀
Route notifications based on document status
Send different messages or alerts depending on whether a document is completed, signed, or cancelled. Direct information to the exact team that needs it.
🔄
Keep your records updated as agreements change
Automatically update existing CRM records and cloud storage folders whenever signature statuses shift. Prevent outdated information from causing delays.
Add contacts instead of creating duplicates
Automatically check for existing records before creating new contacts or files from completed Xodo Sign documents. Keep your databases clean and organized.
⚙️
Handle cancellations and failed signatures instantly
Trigger immediate follow-up tasks or channel alerts when a Xodo Sign document is cancelled. Give your team the chance to re-engage right away.
☁️
Extend your workflow to connected cloud storage
Send completed Xodo Sign agreements directly to Google Drive while notifying your Microsoft Teams channel. Centralize your document management effortlessly.
And much more...

Who is Microsoft Teams + Xodo Sign integration for?

Operations teams, sales leaders, and account managers eliminate manual notifications, keep records synchronized, and accelerate contract execution.

Revenue Operations Leaders
Revenue Operations Leaders
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Sales Administrators
Sales Administrators
Project Coordinators
Project Coordinators
Compliance Officers
Compliance Officers
📈
Revenue Operations Leaders
You review contract volume weekly to forecast revenue, but your tracking systems only update when someone manually exports files, so the numbers you're relying on are always hours behind — with this integration, every completed document updates your records instantly and your pipeline stays current.
Account Executives
You need to kick off onboarding the moment a client signs, but you find out too late when papers sit unwatched in your inbox, delaying your project starts — connecting these apps means every signed agreement triggers instant team alerts so your onboarding begins right away.
🤝
Client Success Managers
You answer to external stakeholders who demand immediate proof of agreement milestones, but tracking down signed files manually wastes hours of your day — automating both apps means your team receives instant completion updates and your clients get answers without delay.
📊
Sales Administrators
The volume of outgoing paperwork is too high for anyone to keep up with by hand, leading to missed follow-ups and unrecorded deals — with this integration, every sent and signed document logs automatically and your records remain complete without manual effort.
🔄
Project Coordinators
You own the fulfillment phase and depend on sales to hand over signed contracts before you can begin work, causing frustrating operational bottlenecks — automating this workflow means the moment a document is completed your team receives the details and starts immediately.
📁
Compliance Officers
You need a reliable history of every signed document for auditing, but you keep finding missing records in manual filing systems — connecting these apps means every completed file archives securely and your audit trail stays accurate.
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 Microsoft Teams + Xodo Sign

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + Xodo Sign 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 Microsoft Teams to Xodo Sign?
Frequently Asked Questions
You can connect Microsoft Teams to Xodo Sign in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Salesforce, HubSpot, and Slack.
Can I automatically send a Microsoft Teams message when a Xodo Sign document is completed?
Frequently Asked Questions
Can I connect Microsoft Teams, Xodo Sign, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Teams and Xodo Sign?
Frequently Asked Questions
How does Microsoft Teams handle incoming channel messages in automations?
Frequently Asked Questions
How does Xodo Sign track completed and signed documents?
Frequently Asked Questions
Can I automate Microsoft Teams and Xodo Sign without coding?
Frequently Asked Questions
Is the Microsoft Teams and Xodo Sign integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Microsoft Teams
Popular Microsoft Teams Integrations
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Xodo Sign
Popular Xodo Sign Integrations
Sync Xodo Sign with CRM, billing, and document storage tools to manage your agreements across platforms.
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