Xodo Sign + Trello Integration

Integrate Trello to Xodo Sign in one click, or tell Integrately AI how you want each document handled. Track signed agreements, update your project boards, alert your team, and manage client onboarding 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
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
Arrow Right
2.
  • Xodo Sign
    Create contact in Xodo Sign
  • Trello
    Get label by ID in Trello
  • Trello
    Get organization by ID in Trello
  • Trello
    Get member by ID in Trello
  • Trello
    Get list by ID in Trello
  • Trello
    Get board by ID in Trello
  • Trello
    Find checklist item in Trello
  • Trello
    Get checklist item by id in Trello
  • Trello
    Find card in Trello
  • Trello
    Create card in Trello
  • Trello
    Update card in Trello
  • Trello
    Move card to list in Trello
  • Trello
    Add member to card in Trello
  • Trello
    Archive card in Trello
  • Trello
    Get attachments of card in Trello
  • Trello
    Get card by ID in Trello
  • Trello
    Create board in Trello
  • Trello
    Search board in Trello
  • Trello
    Copy board in Trello
  • Trello
    Close board in Trello
  • Trello
    Create checklist Item in Trello
  • Trello
    Add attachment to card in Trello
  • Trello
    Complete checklist Item in card in Trello
  • Trello
    Search list on board in Trello
  • Trello
    Create custom field in Trello
  • Trello
    Assign member to board in Trello
  • Trello
    Search member in Trello
  • Trello
    Add checklist to card in Trello
  • Trello
    Find checklist in Trello
  • Trello
    Delete checklist in card in Trello
  • Trello
    Create list in Trello
  • Trello
    Create comment in Trello
  • Trello
    Add label to card in Trello
  • Trello
    Add existing label to card in Trello
  • Trello
    Remove label in Trello
  • Trello
    Add label to board in Trello
  • Trello
    Find label on board in Trello

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Ready Workflows Ready Workflows for Trello + Xodo Sign Integration

Capture signed documents, organise project boards, keep teams updated, and manage client onboarding, all in just one click.

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

Connect your core automation to CRM records, cloud storage, messaging tools, and payment platforms to run your entire client onboarding lifecycle. Pick a combination and activate it in one click.

Xodo Sign
Trello
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
PandaDocPandaDoc (3)
X
T
H
Create a HubSpot contact whenever a document is completed in Xodo Sign and create a card in Trello
Completed Xodo Sign documents automatically create a new contact in HubSpot and a corresponding card in Trello, eliminating manual data entry.
T
H
X
When a card is created in Trello, create a contact in HubSpot and create a contact in Xodo Sign
New project cards in Trello instantly generate contact records in both HubSpot and Xodo Sign for streamlined client setup.
X
T
H
When a document is signed in Xodo Sign, update the matching Trello card and update the contact in HubSpot
Signed documents update your active Trello project cards and sync status changes back to HubSpot automatically.
H
C
T
X
Use Claude to evaluate whether new HubSpot contacts match onboarding criteria, then create a Trello card and Xodo Sign document
Claude evaluates incoming HubSpot contacts, creating a Trello project card and a Xodo Sign document for qualified leads.

Supported triggers and actions for Xodo Sign and Trello

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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Trello
Trello Triggers & Actions
Card is created in Trello
Triggers the automation when a card is archived
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Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
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Instant
Card is updated in Trello
Triggers the automation when a card is updated
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Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
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Card is archived in Trello
Triggers the automation when a card is archived
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Instant
Label is added to card in Trello
Triggers the automation when any card is labelled
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Notification is created in Trello
Triggers the automation when a notification is created
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Checklist is created in Trello
Triggers the automation when a new checklist is created
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Instant
Activity is created in Trello
Triggers the automation when a new activity is created
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Member is added to card in Trello
Triggers the automation when a member is assigned to a card
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Board is added in Trello
Triggers the automation when a new board is added
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Label is created in Trello
Triggers the automation when a new label is created
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Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
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List is created in Trello
Triggers the automation when a new list is created
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Get label by ID in Trello
Retrieve label by ID
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Get organization by ID in Trello
Retrieve organization by ID
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Get member by ID in Trello
Retrieve member by ID
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Get list by ID in Trello
Retrieve list by ID
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Get board by ID in Trello
Retrieve board by ID
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Find checklist item in Trello
Searches and locates a item in the checklist
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Get checklist item by id in Trello
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Find card in Trello
Locates a card within the application
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Create card in Trello
Generates a new card for a task
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Update card in Trello
Updates the information on the selected card
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Move card to list in Trello
Relocates a particular card to a list
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Add member to card in Trello
Assigns a team member to a task card
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Archive card in Trello
Move card to an archive section for future reference
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Get attachments of card in Trello
Retrieves attachments associated with a card
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Get card by ID in Trello
Retrieves a card using its id
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Create board in Trello
Generates a new board
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Search board in Trello
Searches for a board
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Copy board in Trello
Duplicate the entire content of the current board
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Close board in Trello
Close an existing board
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Create checklist Item in Trello
Generates a checklist item in a particular checklist
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Add attachment to card in Trello
Adds an attachment to a card in the particular project or board
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Complete checklist Item in card in Trello
Mark a checklist item as complete in a card
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Search list on board in Trello
Searches for a list in a board
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Create custom field in Trello
Creates a new marketing campaign
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Assign member to board in Trello
Adds a member to a designated board
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Search member in Trello
Searches for a member with
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Add checklist to card in Trello
Adds a checklist with tasks to a card
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Find checklist in Trello
Locate and access a predefined checklist with
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Delete checklist in card in Trello
Removes the entire checklist from the particular card
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Create list in Trello
Generates a new list
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Create comment in Trello
Generates a new comment
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Add label to card in Trello
Adds a label to a card in the particular list
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Add existing label to card in Trello
Adds an existing label to a card
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Remove label in Trello
Removes a label
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Add label to board in Trello
Creates a label on a board
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Find label on board in Trello
Locate and extract label information from a board
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What can you automate with Trello + Xodo Sign?

Streamline document tracking, eliminate manual data entry, and connect your contract signing workflows directly to project boards.

What you can automate?
📄
Create project cards from signed documents
Automatically generate a new Trello card the moment a document is completed in Xodo Sign. Your onboarding workflow starts immediately without manual copying.
📋
Capture contact details and form fields
Extract signer details and agreement fields from Xodo Sign to populate your Trello card descriptions and custom fields accurately.
🔔
Alert team members on document completion
Send instant notifications to your operations channel whenever a client signs and completes their onboarding agreement.
🔀
Route cards based on document data
Send signed agreements to different Trello project lists based on contract value, service tier, or department specified in Xodo Sign.
🔄
Keep project boards updated as documents change
Automatically update card status in Trello whenever a document is viewed, signed, or cancelled in Xodo Sign.
👥
Sync contacts between platforms
Automatically create contacts in Xodo Sign whenever new cards are added to your Trello boards for repeat signings.
Handle cancellation and expiry events
Move Trello cards to an archived or cancelled list instantly when a Xodo Sign document is cancelled or rejected.
🔌
Extend workflows to external apps
Connect your Trello and Xodo Sign automation to cloud storage, CRMs, or billing platforms to complete your entire tech stack.
And much more...

Who is Trello + Xodo Sign integration for?

Operations and client onboarding specialists connect Trello and Xodo Sign to eliminate manual handoffs, track signed agreements instantly, and keep project boards perfectly updated.

Operations directors
Operations directors
Client onboarding specialists
Client onboarding specialists
Account managers
Account managers
Project coordinators
Project coordinators
Implementation teams
Implementation teams
Administrative leads
Administrative leads
📈
Operations directors
You oversee project tracking across multiple Trello boards, but signed contracts remain locked in Xodo Sign until someone exports them by hand, so your progress metrics are always outdated — with this integration, every completed document triggers a card instantly and your pipeline stays accurate.
Client onboarding specialists
You need to kick off client setups the moment agreements are signed, but waiting for manual notifications causes unnecessary delays in your schedule — with this integration, every signed document creates project cards and alerts your team without manual delay.
🤝
Account managers
You report directly to clients on onboarding status, but gaps between signed agreements and board updates lead to awkward status meetings — with this integration, agreement completions update your tracking boards automatically and keep reporting current.
📊
Project coordinators
High document volumes make it impossible to keep your Trello boards updated by hand while managing active client setups — with this integration, every signature event flows directly into your project workflow without manual data entry.
⚙️
Implementation teams
You depend on upstream contract sign-offs before provisioning client resources, but delayed handoffs stall your work queue — this integration means completed Xodo Sign documents trigger your Trello project setup the moment pen meets paper.
📑
Administrative leads
You maintain audit trails for client documentation, but manual record-keeping between signing tools and project boards leaves missing gaps — with this integration, every document event logs cleanly across your systems with zero manual effort.
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 + Trello

Build and manage your Xodo Sign + Trello 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 + Trello 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Trello to Xodo Sign?
Frequently Asked Questions
You can connect Trello to Xodo Sign in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the integration and map your fields.
Can I automatically create a Trello card when a Xodo Sign document is completed?
Frequently Asked Questions
Can I connect Trello, Xodo Sign, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Trello and Xodo Sign?
Frequently Asked Questions
How does Trello handle data received from Xodo Sign?
Frequently Asked Questions
Can I sync contacts from Trello cards into Xodo Sign?
Frequently Asked Questions
Do I need coding skills to automate Trello and Xodo Sign?
Frequently Asked Questions
Is the Trello and Xodo Sign integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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