Caspio + Xodo Sign

Caspio + Xodo Sign integrations

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 TemplateSends a document created from a template in your eversign account.
ActionWrite

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More things you can do with Caspio and Xodo Sign

Discover other triggers and actions you can use with Caspio and Xodo Sign

- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Data source type
  Required
- Filter field 1
  Required
- Operator 1
  Required
- Value 1
- Filter field 2
- Operator 2
- Value 2
- Filter field 3
- Operator 3
- Value 3
Action
Write

- Data source type
  Required
- Filter field
  Required
- Operator
  Required
- 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

- Template
  Required
- 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

- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Table
  Required
- Event sources
  Required
Trigger
Instant
Try It
- Data source type
  Required
Action
Write
- Data source type
  Required
- Filter field 1
  Required
- Operator 1
  Required
- 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 Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  Required
Action
Search

About Caspio

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

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Related categories

App Builder

About Xodo Sign

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

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Related categories

Signatures

Related Zap Templates

Create new Caspio records when Xodo Sign documents are completed

Related Zap Templates

Create new Caspio records when Xodo Sign documents are completed