Connect Salesloft and Xodo Sign

Both apps 30Salesloft 20Xodo Sign 10

• Trigger
  Account Created, Updated or Deleted

  Triggers when an account (company) is created or updated in Salesloft.

• Trigger
  Cadence Created, Updated or Deleted

  Triggers when a cadence is created or updated in Salesloft.

• Trigger
  Call Created or Updated

  Triggers when a call is created or updated in Salesloft.

• Trigger
  Meeting Created or Updated

  Triggers when a meeting is created or updated in Salesloft.

• Trigger
  Note Created, Updated or Deleted

  Triggers when a note is created or updated in Salesloft.

• Trigger
  Person Created, Updated or Deleted

  Triggers when a person is created or updated in Salesloft.

• Trigger
  Step Created, Created/Updated or Deleted

  Triggers when a cadence step is created or updated in Salesloft.

• Trigger
  Task Created, Completed or Deleted

  Triggers when a task is created or updated in Salesloft.

• Trigger
  User Created or Updated

  Triggers when a user is created or updated in Salesloft.

• Action
  Add note

  Creates a note on a Salesloft person or account, optionally linked to a call.

• Action
  Add person to cadence

  Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.

• Action
  Add task

  Creates a call, email or general task in Salesloft for a person, assigned to a user.

• Action
  Create Person

  Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.

• Action
  Delete person

  Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.

• Action
  Find accounts by criteria

  Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.

• Action
  Find Person

  Finds people in Salesloft by email address. Returns the first match and the list of all matches.

• Action
  Find User

  Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.

• Action
  Get person

  Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.

• Action
  List cadences

  Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.

• Action
  Remove person from cadence

  Removes a person from a cadence by deleting their cadence membership.

• 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.

• Action
  Cancel document

  Cancel an in-progress document's signature process (stops further signing without deleting it).

• Action
  Delete document

  Permanently delete a document or template.

• Action
  List businesses

  List the businesses (sub-accounts) available on this account.

• Action
  List documents

  List the account's documents.

• Action
  List templates

  List the account's saved templates.

• Action
  Reassign signer

  Reassign a document's pending signature to a different signer email.

• Action
  Send reminder

  Send a signature reminder to a pending signer on a document.

• 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.