Connect Xodo Sign to DocuPipe

Both apps 27Xodo Sign 11DocuPipe 16

• 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.

• Trigger
  Document Processed

  Triggers when a document finishes parsing and OCR is complete.

• Action
  Add schema

  Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.

• Action
  Analyze document

  Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.

• Action
  Classify Document

  Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.

• Action
  Delete document

  Removes a document from your DocuPipe account.

• Action
  Delete schema

  Removes an extraction schema from your DocuPipe account.

• Action
  Extract Data From Document

  Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.

• Action
  Find documents by criteria

  Finds documents in your DocuPipe account whose file name or document ID matches what you search for.

• Action
  Get Document

  Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.

• Action
  Get Extraction Result

  Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.

• Action
  Get schema

  Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.

• Action
  List documents

  Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.

• Action
  List extractions

  Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.

• Action
  List schemas

  Returns the extraction schemas in your DocuPipe account.

• Action
  Upload and Extract Data

  Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.

• Action
  Upload Document

  Sends a file to DocuPipe to be read and turned into a document you can extract data from.

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