Integration

Connect Xodo Sign to Heartbeat

When something happens in Xodo Sign, your agent does the next thing in Heartbeat. Describe it in plain language and the automation is built, tested on every branch and kept running.

Xodo Sign1 triggerXodo Sign10 actionsHeartbeat4 triggersHeartbeat6 actions

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Build it

What do you want Xodo Sign and Heartbeat to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Xodo Sign and Heartbeat

Triggers and actions 5 triggers · 16 actions

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
Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
Trigger
Course Completed
Triggers when a user completes a course.
Trigger
New Event
Triggers when a new event is created.
Trigger
New Event RSVP
Triggers when someone RSVPs to an event.
Action
Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
Action
Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
Action
Create Thread
Posts a new thread in a Heartbeat channel.
Action
Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
Action
List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
Action
List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.

Each app on its own

The other way round: Heartbeat to Xodo Sign