Connect Xodo Sign to LedgerBox

Both apps 15Xodo Sign 11LedgerBox 4

• 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.

• Action
  Add template

  Create a new reusable document template.

• Action
  Cancel document

  Cancel an in-progress document's signature process (stops further signing without deleting it).

• Action
  Delete document

  Permanently delete a document or template.

• Action
  List businesses

  List the businesses (sub-accounts) available on this account.

• Action
  List documents

  List the account's documents.

• Action
  List templates

  List the account's saved templates.

• Action
  Reassign signer

  Reassign a document's pending signature to a different signer email.

• Action
  Send reminder

  Send a signature reminder to a pending signer on a document.

• Action
  Use Template

  Sends a document created from a template in your eversign account.

• Action
  Delete document

  Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately.

• Action
  Find documents by search text

  Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type.

• Action
  Get Job Results

  Retrieves the extracted records (the processing results) of a document LedgerBox has processed.

• Action
  Upload File

  Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id.

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