Xodo Sign ClickUp

Xodo Sign + ClickUp Integrations, Built by an AI Agent

Put Xodo Sign + ClickUp to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Xodo Sign and ClickUp below — describe the exact one you want above and the Agent builds it on demand.

Xodo Sign + ClickUp When a document is completed in Xodo Sign, update the related task or item in ClickUp. See details
Send envelopes for signature upon task completion When a contract review task is completed in ClickUp, automatically send an envelope for signature in Xodo Sign to the client. See details
Move project tasks when envelopes are fully signed When an envelope is signed in Xodo Sign, automatically move the corresponding project task in ClickUp to the next stage. See details
Add task notes when document signature is declined When an envelope is declined in Xodo Sign, automatically add a comment to the task in ClickUp so the team can follow up. See details

Browse the full workflow library →

Looking to achieve something else with Xodo Sign and ClickUp?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Xodo Sign and ClickUp

Everything Xodo Sign and ClickUp can do inside a workflow — the triggers that start one and the actions that run when it fires.

Xodo Sign Explore Xodo Sign →

Xodo Sign is a cloud-based electronic signature platform that enables individuals and businesses to execute legally binding document signatures.

Triggers
Document Completed

Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

Document Sent

Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

Actions
Create Contact

Creates a Contact

Use Template

Sends a document created from a template in your eversign account.

ClickUp Explore ClickUp →

ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.

Triggers
New Message Posted to Channel

Triggers when a new message is posted to a specific channel you choose.

New Reaction Added to Chat Message

Triggers when a reaction (emoji) is added to a message in a public channel.

New Comment on a Task

Triggers when a new Comment is added to a Task in ClickUp.

New Folder

Triggers when new folders are created.

New List

Triggers when new lists are created.

New Task

Triggers when tasks are added.

Actions
Archive or Delete Task

Archive or delete ClickUp task

New Checklist

Add a checklist to a task

Send Direct Message

Send a direct message to a user or yourself.

Send Chat Message to Channel

Post a message to a specific channel you choose.

Create New Document

Create new document in the specific location

Create New Document Page

Create new page in the specific document

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Xodo Sign + ClickUp

Is there a pre-built Xodo Sign + ClickUp automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Xodo Sign and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Xodo Sign or ClickUp connector?

No. The Agent works whether or not Xodo Sign or ClickUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate ClickUp with Xodo Sign?

It ensures project workflows proceed smoothly without waiting on manual document dispatch, automatically linking contract status directly to project tasks.

Can signature events automatically update project tasks?

Yes, when an envelope is signed or declined in Xodo Sign, you can automatically update task statuses or add explanatory comments in ClickUp.

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