Connect Chaport to Xodo Sign

Both apps 31Chaport 20Xodo Sign 11

• Trigger
  Chat Closed (instant)

  Fires when a chat is closed. Webhook event: chat.closed.

• Trigger
  Chat Finished

  Triggers when chat is finished.

• Trigger
  Chat Stage Updated (instant)

  Fires when a chat's stage changes. Webhook event: chat.stageUpdated.

• Trigger
  Message Read (instant)

  Fires when a message is read. Webhook event: message.read.

• Trigger
  New Chat Started

  Triggers when chat is started.

• Trigger
  New Message Sent (instant)

  Fires when a new message is sent in a chat. Webhook event: message.sent.

• Trigger
  New Visitor (instant)

  Fires when a new visitor is created. Webhook event: visitor.created.

• Trigger
  Visitor Updated

  Triggers when visitor data is updated.

• Action
  Create an Operator

  Adds a new operator to your Chaport account and returns the created operator.

• Action
  Delete a Message

  Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.

• Action
  Delete an Operator

  Removes an operator from your Chaport account.

• Action
  List Operators

  Returns every operator in your Chaport account, with each operator's name, email, role and status.

• Action
  List Visitors

  Returns the visitors in your Chaport account, one page at a time.

• Action
  Retrieve an Operator

  Returns one Chaport operator with their name, email, role, job title and current status.

• Action
  Retrieve a Visitor

  Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.

• Action
  Retrieve Last Visitor Chat

  Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.

• Action
  Send a Message

  Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.

• Action
  Update an Operator

  Updates a Chaport operator's details. Anything you leave blank keeps its current value.

• Action
  Update a Visitor

  Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.

• Action
  Update Operator Status

  Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

• 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.