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.
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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.
Close Explore Close →
TriggersFires when a new contact or lead is added to Close.
Fires when a field on a contact changes in Close.
Fires when a deal, case or record moves to a new stage in Close.
Fires when a deal is marked won in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal or record to a new stage in Close.
Logs a call, email, or note against a record in Close.
More Xodo Sign + Close workflows
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
Close deals automatically upon contract execution
As soon as an envelope is signed in Xodo Sign, automatically update the deal stage in Close to closed-won and record the progress.
See details
See all Xodo Sign + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log activity in CRM when agreements are declined” between Xodo Sign and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches Xodo Sign and Close'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.
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.