--- title: "Connect Salesmate and Xodo Sign - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Add document\" in Xodo Sign." canonical: "https://apiant.ai/connect/salesmate-to-xodo-sign" --- # Connect Salesmate and Xodo Sign When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **Add document** in [Xodo Sign](https://apiant.ai/connections/xodo-sign), or **Document Completed** in Xodo Sign to **Create Contact** in Salesmate. Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions Xodo Sign **1** trigger Xodo Sign **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmate and Xodo Sign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Salesmate and Xodo Sign can do together ### From Salesmate to Xodo Sign - When **New De-Activated User** in Salesmate then **Add document** in Xodo Sign - When **New User** in Salesmate then **List documents** in Xodo Sign ### From Xodo Sign to Salesmate - When **Document Completed** in Xodo Sign then **Create Contact** in Salesmate - When **Document Completed** in Xodo Sign then **Update Contact** in Salesmate Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Salesmate and Xodo Sign ## Triggers and actions 3 triggers · 19 actions - 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. - 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. ## Each app on its own - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) - [ **Xodo Sign** Xodo Sign is a tool used to sign legally binding documents online on any device](https://apiant.ai/connections/xodo-sign) Reviews ## What our customers say ## More from Salesmate - [ **Salesmate to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Salesmate to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/salesmate-to-persona) - [ **Salesmate to Vincario** Vincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...](https://apiant.ai/connect/salesmate-to-vincario) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Salesmate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmate-to-shopify) ## More into Xodo Sign - [ **ActiveCampaign to Xodo Sign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-xodo-sign) - [ **HubSpot to Xodo Sign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xodo-sign) - [ **Salesforce to Xodo Sign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xodo-sign) - [ **Slack to Xodo Sign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xodo-sign) - [ **Google Sheets to Xodo Sign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-xodo-sign) - [ **Google Calendar to Xodo Sign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-xodo-sign) Questions ## Salesmate and Xodo Sign, answered ### ### What can start an automation from Salesmate? Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xodo Sign when something happens in Salesmate? Any of Xodo Sign's 9 actions, including Send reminder, Add document, List businesses and List documents. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Xodo Sign to Salesmate? Yes. When something happens in Xodo Sign, your agent can act in Salesmate too. This page covers both directions: Xodo Sign's triggers and Salesmate's actions are listed here as well. ### ### Do I have to build a connector for Salesmate or Xodo Sign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Salesmate and Xodo Sign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.