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What do you want Teamwork and Xodo Sign to do together?
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Triggers and actions 7 triggers · 32 actions
Trigger
New CompanyTriggered when a new company is added.
Trigger
New MilestoneTriggered when a new milestone is added.
Trigger
New PersonTriggered when a new person is added.
Trigger
New ProjectTriggered when a new project is added.
Trigger
New TaskTriggered when a new task is added.
Trigger
New Time EntryTriggered when a new time entry is added.
Action
Add CompanyCreates a new company.
Action
Add MessageAdds a message to the specified project.
Action
Add MilestoneAdds a new milestone to the specified project.
Action
Add Time EntryLogs a time entry against the specified task.
Action
Complete TaskMarks a task as complete.
Action
Create ProjectAdds a new project.
Action
Create TaskAdds a new task to the specified task list.
Action
Create Task ListCreates a new task list in the specified project.
Action
Delete ProjectDeletes a project by ID.
Action
Delete TaskDeletes a task by ID.
Action
Get ProjectReturns a single project by ID.
Action
Get TaskReturns a single task by ID.
Action
List CompaniesReturns all companies on the site.
Action
List MilestonesReturns all milestones on the site.
Action
List PeopleReturns all people on the site.
Action
List ProjectsReturns all projects on the Teamwork site.
Action
List Task ListsReturns all task lists in the specified project.
Action
List TasksReturns all tasks across the site.
Action
List Tasks in ProjectReturns all tasks in the specified project.
Action
List Time EntriesReturns time entries across the site.
Action
Update ProjectUpdates an existing project.
Action
Update TaskUpdates an existing task.
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.