Connect Salesmate to Xodo Sign

Both apps 23Salesmate 12Xodo Sign 11

• Trigger
  New De-Activated User

  Triggers when a user in Salesmate is de-activated.

• Trigger
  New User

  Triggers when a new user is added to your Salesmate account.

• Action
  Add Note

  Adds a note to a contact in Salesmate. Returns the id of the note that was created.

• Action
  Create Contact

  Creates a new contact in Salesmate. Returns the id of the contact that was created.

• Action
  Random User

  Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.

• Action
  Search for Total Rows in Activity

  Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.

• Action
  Search for Total Rows in Company

  Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.

• Action
  Search for Total Rows in Contacts

  Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.

• Action
  Search for Total Rows in Deal

  Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.

• Action
  Search User

  Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.

• Action
  Update Contact

  Updates an existing contact in Salesmate. Only the fields you supply are changed.

• Action
  Update Note

  Updates an existing note on a contact in Salesmate.

• 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.