Connect Xodo Sign to Baremetrics

Both apps 25Xodo Sign 11Baremetrics 14

• 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.

• Action
  Add goal

  Create a new revenue or metric goal for a data source.

• Action
  Augment Customer

  Augments a customer with data.

• Action
  Cancel subscription

  Cancel an active customer subscription.

• Action
  Create Subscription

  Creates a new Subscription.

• Action
  Delete goal

  Remove a goal from a data source.

• Action
  Delete subscription

  Remove a subscription from a Baremetrics data source.

• Action
  Get annotation

  Look up a single annotation's details by ID.

• Action
  Get charge

  Look up a single charge's details by ID.

• Action
  Get goal

  Look up a single goal's details by ID.

• Action
  Get plan

  Look up a single pricing plan's details by ID.

• Action
  List annotations

  Retrieve the list of annotations (notes marked on a metrics chart) for a data source.

• Action
  List goals

  Retrieve the list of revenue/metric goals defined for a data source.

• Action
  List plans

  Retrieve the list of pricing plans defined for a data source.

• Action
  List subscriptions

  Retrieve the list of customer subscriptions for a data source.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.