Xodo Sign Close

Xodo Sign + Close Integrations, Built by an AI Agent

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

Try:

Learn more about Xodo Sign integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

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

Xodo Sign + Close When a document is completed in Xodo Sign, update the opportunity status in Close. See details
Send contracts automatically when deals reach late stages When a deal stage changes in Close, automatically send a signature envelope in Xodo Sign to keep sales velocity moving without delay. See details
Log activity in CRM when agreements are declined If an envelope is declined in Xodo Sign, automatically log activity in Close so sales reps can immediately address client concerns. See details

Browse the full workflow library →

Looking to achieve something else with Xodo Sign and Close?

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

Try Knit Free

Triggers & actions for Xodo Sign and Close

Everything Xodo Sign and Close 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.

Close Explore Close →

Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.

Triggers
New Call Recording

Triggers when a new call recording or voicemail is added to Close.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

New Call

Triggers when a new Call is created or completed.

New Contact in Contact Smart View

Triggers when a new Contact is added to a Contact Smart View.

New Contact

Triggers when a new contact is created.

Published Custom Activity

Triggers when a Custom Activity is published (saved).

Actions
Add Address to Lead

Adds an address to a lead.

Create WhatsApp Message

Creates a new WhatsApp message.

Delete Logged Call

Delete logged call.

Delete Email

Delete an email on a lead.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Export Activity Report to CSV

Exports an activity overview or an activity comparison report to a CSV file.

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA

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 + Close

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

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

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

No. The Agent works whether or not Xodo Sign or Close 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 should I integrate Close with Xodo Sign?

Integrating both tools automates contract delivery during sales negotiations and updates sales pipeline stages instantly when agreements are signed or declined.

Can signed documents automatically mark deals as won?

Yes, completing a document signature in Xodo Sign can instantly update the corresponding opportunity stage to won in Close.

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human