Send agreements from app records
When a record is approved in Caspio, send the agreement for signature through Xodo Sign.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Xodo Sign Explore Xodo Sign →
TriggersFires when a document is sent for signature in Xodo Sign.
Fires when all parties have signed a document in Xodo Sign.
Fires when a signer declines to sign in Xodo Sign.
Fires when a pending envelope in Xodo Sign is voided.
Sends a document out for signature via Xodo Sign.
Voids a pending envelope in Xodo Sign.
Checks a document's signing status in Xodo Sign.
Creates a reusable signing template in Xodo Sign.
Caspio Explore Caspio →
TriggersFires when a new record is added to an app built in Caspio.
Fires when a record changes in an Caspio app.
Fires when a record is deleted in an Caspio app.
Adds a new record to an app built in Caspio.
Updates an existing record in an Caspio app.
Removes a record from an Caspio app.
More Xodo Sign + Caspio workflows
Mark records signed
When an envelope is completed in Xodo Sign, update the matching record in Caspio to signed.
See details
Flag declined agreements
When a signer declines in Xodo Sign, update the record in Caspio so the owner can follow up.
See details
See all Xodo Sign + Caspio integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send agreements from app records” between Xodo Sign and Caspio?
Yes — describe it in the box above and Knit's Integrations Agent researches Xodo Sign and Caspio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can a record send a document for signature?
Yes. When a record reaches a set stage in Caspio, Xodo Sign can send the matching agreement for signature.
Do signed documents update the record?
When the document is signed or declined in Xodo Sign, the record in Caspio can be updated with the status and signed copy.