Xodo Sign Caspio

When new record in Caspio, sync it to Xodo Sign.

When a new record is created in Caspio, trigger a signature document request in Xodo Sign.

Try:

See all Xodo Sign + Caspio integrations or talk to a human

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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 →

Triggers
Envelope sent

Fires when a document is sent for signature in Xodo Sign.

Envelope signed

Fires when all parties have signed a document in Xodo Sign.

Envelope declined

Fires when a signer declines to sign in Xodo Sign.

Envelope voided

Fires when a pending envelope in Xodo Sign is voided.

Actions
Send envelope for signature

Sends a document out for signature via Xodo Sign.

Void envelope

Voids a pending envelope in Xodo Sign.

Get envelope status

Checks a document's signing status in Xodo Sign.

Create template

Creates a reusable signing template in Xodo Sign.

Caspio Explore Caspio →

Triggers
New record

Fires when a new record is added to an app built in Caspio.

Record updated

Fires when a record changes in an Caspio app.

Record deleted

Fires when a record is deleted in an Caspio app.

Actions
Create record

Adds a new record to an app built in Caspio.

Update record

Updates an existing record in an Caspio app.

Delete record

Removes a record from an Caspio app.

Send agreements from app records When a record is approved in Caspio, send the agreement for signature through Xodo Sign. See details
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 →

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FAQ

Common questions

Can Knit build “When new record in Caspio, sync it to Xodo Sign.” 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.

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