Integration
Connect Expiration Reminder to Xodo Sign
When something happens in Expiration Reminder, 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.
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What do you want Expiration Reminder 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.
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Triggers and actions 4 triggers · 25 actions
Trigger
New ContactTriggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration ItemTriggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration ItemTriggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add LocationCreates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create ContactCreates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration ItemCreates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for ContactCreates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete ContactDeletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration ItemDeletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find ContactReturns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find ExpirationReturns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get ContactReturns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration ItemReturns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List ContactsReturns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration ItemsReturns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List LocationsReturns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew ExpirationRenews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration ItemUpdates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate 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 templateCreate 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 documentCancel 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 documentPermanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.
Action
List businessesList the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.
Action
List documentsList the account's documents. GET https://api.eversign.com/document — supports limit param, returns document summaries (not templates).
Action
List templatesList the account's saved templates. GET https://api.eversign.com/document?type=template.
Action
Reassign signerReassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.
Action
Send reminderSend 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 TemplateSends 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.
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