Connect Benetics to Xodo Sign

Both apps 40Benetics 29Xodo Sign 11

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Add Plan Version

  Upload a new version of a plan. POST /plans/{plan_id}/versions.

• Action
  Add Project Member

  Add a member to a project. POST /projects/{project_id}/members.

• Action
  Add Task

  Create a new task on a project. POST /projects/{project_id}/tasks.

• Action
  Create Project

  Creates a new project.

• Action
  Delete Document

  Delete a document. DELETE /projects/{project_id}/documents/{document_id}.

• Action
  Delete Plan

  Delete a plan. DELETE /plans/{plan_id}.

• Action
  Delete Plan Version

  Remove one version of a plan from a project.

• Action
  Delete Project

  Delete a project. DELETE /projects/{project_id}.

• Action
  Delete Project Member

  Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.

• Action
  Delete Task

  Delete a task. DELETE /tasks/{task_id}.

• Action
  Document Upload

  Upload a document

• Action
  Get Project

  Get a single project by id. GET /projects/{project_id}.

• Action
  Get Report

  Get a single report by id. GET /reports/{report_id}.

• Action
  Get Task

  Get a single task by id. GET /tasks/{task_id}.

• Action
  List Members

  List members of the organization. GET /members.

• Action
  List Project Members

  List members assigned to a project. GET /projects/{project_id}/members.

• Action
  List Projects

  List projects in the organization. GET /projects.

• Action
  List Reports

  List reports for a project. GET /projects/{project_id}/reports.

• Action
  List Tasks

  List tasks for a project. GET /projects/{project_id}/tasks.

• Action
  Plan Upload

  Upload a plan

• Action
  Update Document

  Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.

• Action
  Update Plan

  Update a plan's fields. PATCH /plans/{plan_id}.

• Action
  Update Project

  Update a project's fields. PATCH /projects/{project_id}.

• Action
  Update Task

  Update a task's fields. PATCH /tasks/{task_id}.

• Action
  Upload File

  Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

• Trigger
  Document Completed

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

• Action
  Add document

  Create and send a new document for signature. POST https://api.eversign.com/document — builds a document from raw files/fields/signers, optionally sends immediately.

• Action
  Add template

  Create a new reusable document template. POST https://api.eversign.com/document with is_template set — defines fields/signer roles for later use via "Use Template".

• Action
  Cancel document

  Cancel an in-progress document's signature process (stops further signing without deleting it). DELETE https://api.eversign.com/document with document_hash and cancel=1.

• Action
  Delete document

  Permanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.

• Action
  List businesses

  List the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.

• Action
  List documents

  List the account's documents. GET https://api.eversign.com/document — supports limit param, returns document summaries (not templates).

• Action
  List templates

  List the account's saved templates. GET https://api.eversign.com/document?type=template.

• Action
  Reassign signer

  Reassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.

• Action
  Send reminder

  Send a signature reminder to a pending signer on a document. POST https://api.eversign.com/send_reminder with document_hash and signer_id.

• Action
  Use Template

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

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.