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What do you want Swiftype and Xodo Sign to do together?
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Triggers and actions 2 triggers ยท 24 actions
Trigger
New DocumentTriggers when a new Document is created.
Action
Add domainAdd a crawler domain to an Engine. POST /api/v1/engines/{engine_id}/domains.json with url.
Action
Add engineCreate a new Engine (index). POST /api/v1/engines.json with name.
Action
Create DocumentCreates a new Document.
Action
Delete documentDelete a document by document_id from a document type. DELETE /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}.json
Action
Delete domainRemove a crawler domain from an Engine. DELETE /api/v1/engines/{engine_id}/domains/{domain_id}.json
Action
Delete engineDelete an Engine by id. DELETE /api/v1/engines/{engine_id}.json
Action
Get documentRetrieve a single document by external_id from a document type. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{external_id}.json
Action
Get engineRetrieve a single Engine by id or name. GET /api/v1/engines/{engine_id}.json
Action
List documentsList documents within a document type/engine. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents.json
Action
List domainsList crawler domains configured on an Engine. GET /api/v1/engines/{engine_id}/domains.json
Action
List enginesList all Engines for the account. GET /api/v1/engines.json
Action
Recrawl domainTrigger a recrawl of a domain's crawled content. PUT /api/v1/engines/{engine_id}/domains/{domain_id}/recrawl.json
Action
Search documentsPerform full-text search over documents within an Engine. GET/POST https://search-api.swiftype.com/api/v1/public/engines/search.json with engine_key + q. Returns matching records grouped by document type.
Action
Update documentUpdate fields on an existing document. PUT /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}/update_fields.json
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 โ 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 โ 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 โ 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.