Integration

Connect Xodo Sign to SalesBlink

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

Xodo Sign1 triggerXodo Sign10 actionsSalesBlink13 actions

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What do you want Xodo Sign and SalesBlink 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.

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Everything your agent can do with Xodo Sign and SalesBlink

Triggers and actions 1 trigger · 23 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.
Action
Add Lead to a List
Add Lead to a SalesBlink List
Action
Add List
Create a new list in SalesBlink. POST /lists.
Action
Add Sender
Add a single email sender/mailbox (SMTP/IMAP). POST /senders.
Action
Add Template
Create a new email template. POST /templates.
Action
Get List
Get a specific list by id. GET /lists/{id}.
Action
List Leads
Returns all leads on a list.
Action
List Lists
Get all lists in the account. GET /lists.
Action
List Sequence Leads
Get all leads enrolled in a sequence. GET /sequences/{id}/leads.
Action
List Sequences
Get all sequences (email campaigns). GET /sequences.
Action
List Templates
Get all email templates. GET /templates.
Action
Remove Lead from List
Remove a lead/contact from a list. POST /contacts/remove.
Action
Update Lead
Update a lead's fields. PATCH /leads/{id}.
Action
Update List
Update a list's properties. PATCH /lists/{id}.

Each app on its own

The other way round: SalesBlink to Xodo Sign