Integration

Connect CallRail to Xodo Sign

When something happens in CallRail, your agent does the next thing in Xodo Sign. Describe it in plain language and the automation is built, tested on every branch and kept running.

CallRail5 triggersXodo Sign1 triggerXodo Sign10 actions

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Build it

What do you want CallRail and Xodo Sign to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with CallRail and Xodo Sign

Triggers and actions 6 triggers · 10 actions

Trigger
Form Captured
Triggers when a form is captured.
Trigger
Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Trigger
Phone Call Started
Triggers when an inbound phone call is started.
Trigger
SMS Received
Triggers when an SMS message is received.
Trigger
SMS Sent
Triggers when an SMS message is sent.
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.

Each app on its own

The other way round: Xodo Sign to CallRail