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.

When this happens...
TriggerPolling
automatically do this!
Use Template
Sends a document created from a template in your eversign account.
ActionWrite

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Supported triggers and actions

- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- Data source typeRequired
- Filter field 1Required
- Operator 1Required
- Value 1
- Filter field 2
- Operator 2
- Value 2
- Filter field 3
- Operator 3
- Value 3
Action
Write

- Data source typeRequired
- Filter fieldRequired
- OperatorRequired
- Value
Action
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

- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- TableRequired
- Event sourcesRequired
Trigger
Instant
Try It
- Data source typeRequired
Action
Write
- Data source typeRequired
- Filter field 1Required
- Operator 1Required
- Value 1
- Filter field 2
- Operator 2
- Value 2
- Filter field 3
- Operator 3
- Value 3
Action
Write
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
Action
Write
- Document HashRequired
- Include audit trailRequired
Action
Search