Integration

Connect Xodo Sign to Nutshell

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

Xodo Sign1 triggerXodo Sign10 actionsNutshell6 triggersNutshell12 actions

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Everything your agent can do with Xodo Sign and Nutshell

Triggers and actions 7 triggers · 22 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
Activity Logged
Triggers when an Activity is logged.
Trigger
Lead Won
Triggers when a lead is won.
Trigger
New Activity
Triggers when new Activity is created.
Trigger
New Company
Triggers when new Company is created.
Trigger
New Lead
Triggers when a new Lead is created.
Trigger
New Person
Triggers when new Person is created.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Person
Creates a new Person.
Action
Find Company
Finds an existing company.
Action
Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find Person
Finds an existing person.
Action
Find User
Finds an existing User.
Action
Log Activity
Creates and logs a new Activity.
Action
Update Company
Updates an existing Company.
Action
Update Lead
Updates an existing Lead.
Action
Update Lead Outcome
Updates a Lead Outcome.
Action
Update Person
Updates an existing Person.

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