---
title: "Connect Xodo Sign to Optimoroute - APIANT.ai"
description: "When \"Document Completed\" fires in Xodo Sign, your agent runs \"Update order\" in Optimoroute."
canonical: "https://apiant.ai/connect/xodo-sign-to-optimoroute"
---

# Connect Xodo Sign to Optimoroute

When **Document Completed** fires in [Xodo Sign](https://apiant.ai/connections/xodo-sign), your agent runs **Update order** in [Optimoroute](https://apiant.ai/connections/optimoroute). Describe the whole flow and it is built, tested on every scenario and kept running.

Xodo Sign **1** trigger Xodo Sign **9** actions Optimoroute **8** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Xodo Sign and Optimoroute to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Xodo Sign can start in Optimoroute

- When **Document Completed** in Xodo Sign then **Update order** in Optimoroute
- When **Document Completed** in Xodo Sign then **Update order completion** in Optimoroute

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Xodo Sign and Optimoroute

## Triggers and actions 1 trigger · 17 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.

- 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 order**

Delete an order by id/orderNo.

- Action

**Find orders**

Search orders by criteria.

- Action

**Get planning status**

Returns the status and progress of a route planning process by its planning id.

- Action

**List routes**

Get planned routes for a date.

- Action

**Send routes**

Send/dispatch routes to drivers.

- Action

**Start planning**

Start route planning.

- Action

**Update order**

Create or update orders (bulk upsert, matched by id/orderNo).

- Action

**Update order completion**

Update order completion status.

## Each app on its own

- [ **Xodo Sign** Xodo Sign is a tool used to sign legally binding documents online on any device](https://apiant.ai/connections/xodo-sign)
- [ **Optimoroute** Route optimization and scheduling software for delivery and field service teams, with driver tracking and...](https://apiant.ai/connections/optimoroute)

Reviews

## What our customers say

## More from Xodo Sign

- [ **Xodo Sign to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/xodo-sign-to-bugcrowd)
- [ **Xodo Sign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/xodo-sign-to-gmail)
- [ **Xodo Sign to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/xodo-sign-to-google-drive)
- [ **Xodo Sign to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/xodo-sign-to-zoom)
- [ **Xodo Sign to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/xodo-sign-to-linkedin)
- [ **Xodo Sign to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/xodo-sign-to-facebook)

## More into Optimoroute

- [ **HubSpot to Optimoroute** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-optimoroute)
- [ **Salesforce to Optimoroute** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-optimoroute)
- [ **Slack to Optimoroute** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-optimoroute)
- [ **Google Sheets to Optimoroute** Google Sheets](https://apiant.ai/connect/google-sheets-to-optimoroute)
- [ **Gmail to Optimoroute** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-optimoroute)
- [ **Google Calendar to Optimoroute** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-optimoroute)

Questions

## Xodo Sign and Optimoroute, answered

###

### What can start an automation from Xodo Sign?

Any of Xodo Sign's 1 trigger in the catalog, including Document Completed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Optimoroute when something happens in Xodo Sign?

Any of Optimoroute's 8 actions, including Send routes, Update order, Update order completion and Find orders. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Optimoroute to Xodo Sign?

Optimoroute has no triggers in the catalog today, so automations start in Xodo Sign. If you need the other direction, ask: your agent reads Optimoroute's API documentation and adds it.

###

### Do I have to build a connector for Xodo Sign or Optimoroute?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Xodo Sign and Optimoroute without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
