Connect Xodo Sign to Leexi

Both apps 31Xodo Sign 11Leexi 20

• 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
  Add meeting event

  Create a meeting event (schedule a meeting to be recorded).

• Action
  Add team

  Create a team in your Leexi workspace.

• Action
  Add user

  Creates a user in your Leexi workspace. Requires the write_users permission scope on the API key.

• Action
  Delete meeting event

  Deletes a Leexi meeting event. Requires the write_meeting_events permission scope on the API key.

• Action
  Delete team

  Delete a team of the workspace.

• Action
  Delete user

  Deactivates a Leexi user. Leexi never permanently deletes users: their calls and history are kept, sessions are revoked and they stop consuming a license. Deactivating an already inactive user still succeeds.

• Action
  Get call

  Get a single Leexi call or meeting, including its topics, AI summary prompts, tasks and transcript.

• Action
  Get call note

  Retrieve a single call note.

• Action
  Get meeting event

  Retrieve a single meeting event.

• Action
  Get team

  Retrieve a single team of the workspace.

• Action
  Get user

  Retrieve a single user of the workspace.

• Action
  Launch meeting assistant

  Sends the Leexi meeting assistant (bot) into a meeting event, or stops the bot that is already running.

• Action
  List call notes

  List call notes for a given call.

• Action
  List calls

  List the calls and meetings the API key can access, newest first by default, with optional filters on date, source, owner, participants, conversation type and customer contact.

• Action
  List teams

  List all teams in your Leexi workspace.

• Action
  List users

  List all users in your Leexi workspace.

• Action
  Request presigned recording upload URL

  Requests a presigned URL for uploading a call recording before creating the call with Add call. Requires the write_calls permission scope on the API key.

• Action
  Update call note

  Updates the translated text of a call note for one language. The original note text is not modified. Requires the write_calls permission on the API key.

• Action
  Update team

  Update the name or active status of a team in your Leexi workspace. Only the values you fill in are changed.

• Action
  Update user

  Updates a Leexi user. Only the fields you fill in are changed.

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