Xodo Sign Kartra

Xodo Sign + Kartra Integrations, Built by an AI Agent

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

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

Xodo Sign + Kartra When a document is completed in Xodo Sign, update customer tags and trigger workflows in Kartra. See details
Tag contacts when agreements are signed When an envelope is signed in Xodo Sign, automatically apply a designated tag to the contact record in Kartra. See details
Send contracts to newly qualified leads When a contact enters a specific workflow stage in Kartra, automatically send an envelope for signature via Xodo Sign. See details
Remove contacts from nurture campaigns if documents are declined When an envelope is declined in Xodo Sign, update the contact and remove them from active sales campaigns in Kartra. See details

Browse the full workflow library →

Looking to achieve something else with Xodo Sign and Kartra?

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 Kartra

Everything Xodo Sign and Kartra 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.

Kartra Explore Kartra →

Kartra is an all-in-one online marketing platform offering tools for sales funnels, email marketing, landing pages, and checkout management.

Triggers
Affiliate Signs Up for Product

Triggers when an affiliate signs up for a product.

Lead Is Assigned Tag

Triggers when a lead is assigned a tag.

Customer Buys Product

Triggers when a customer buys product.

Lead Cancels a Calendar

Triggers when a lead is cancels a calendar.

Lead Completes a Calendar

Triggers when a lead is completes a calendar.

Lead Registers to a Calendar

Triggers when a lead is registered to a calendar.

Actions
Assign Tag to Lead

Assign a lead to tags in your Kartra account.

Cancel Lead Subscription to Calendar

Cancels a lead subscription to a Kartra calendar.

Suscribe Lead to Calendar

Subscribes a lead to a Kartra calendar.

Cancel a Subscription

Cancels a Kartra subscription.

Create Custom Field

Creates a custom field in your Kartra account.

Create New Lead

Creates a new lead in your Kartra account.

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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.
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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 + Kartra

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

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

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

No. The Agent works whether or not Xodo Sign or Kartra 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 Xodo Sign with Kartra?

Automating document status updates ensures your marketing platform reflects contract completions, allowing you to prompt targeted follow-ups or tag contacts accurately.

Can new marketing leads automatically receive signature requests?

Yes, when prospective clients reach specific stages or enter marketing workflows, you can automatically send envelopes for signature.

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