Caspio + Xodo Sign

Caspio + Xodo Sign integrations

Create templates in Xodo Sign for every new record in Caspio

Effortlessly handle fresh records in Caspio by incorporating them into the Xodo Sign app with this nifty automation. Whenever a new record is established in Caspio, this workflow ensures it's directly transferred to Xodo Sign, facilitating you to utilize your records in a more productive and efficient manner. Streamline your work process, reduce data management time, and focus on more essential tasks.

When this happens...
New RecordTriggers when a record is added into a table.
TriggerInstant
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
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- 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

Learn moreLearn moreHelpHelp

Related categories

Signatures

Related Zap Templates

Create Xodo Sign templates from new Caspio records

Create new Caspio records when Xodo Sign documents are completed