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  • Xodo Sign logoXodo Sign logo

Caspio + Xodo Sign

Create Xodo Sign templates from new Caspio records

Create a seamless workflow between Caspio and Xodo Sign with this automation. When a new record is added to your Caspio, it will generate a document template in Xodo Sign. Save time, reduce manual tasks, and ensure that your documents are consistently created whenever new data is captured.

Create a seamless workflow between Caspio and Xodo Sign with this automation. When a new record is added to your Caspio, it will generate a document template in Xodo Sign. Save time, reduce manual tasks, and ensure that your documents are consistently created whenever new data is captured.

  1. When this happens...
    CaspioCaspio
    New Record

    Triggers when a new record is added to your chosen table.

    TriggerInstant
  2. automatically do this!
    Xodo SignXodo Sign
    Use Template

    Sends a document created from a template in your eversign account.

    ActionWrite
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Supported triggers and actions

    • TableRequired

    Trigger
    Instant
    Try It
    • TableRequired

    Action
    Write
  • Xodo Sign triggers, actions, and search

    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Polling
    Try It
    • TemplateRequired

    • Enable SMS Signer Authentication

    • Sandbox

    • Document Title

    • Message

    • Custom Requester Name

    • Custom Requester Email

    • Redirect URL After Signature

    • Embedded Signing

    • Require All Signers

    • Automatic Reminders

    Action
    Write
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About Caspio

Caspio is a cloud platform for creating custom database applications fast and without coding.

Related categories

xodosign logo
xodosign logo

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

Related categories

Triggers & Actions