Connect Xodo Sign to SendGrid

Both apps 25Xodo Sign 11SendGrid 14

• 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
  New bounce

  Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.

• Trigger
  New global suppression

  Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.

• Trigger
  New or updated recipient

  Triggered when a recipient is created or updated.

• Trigger
  New suppressed email

  Triggered when a new email is suppressed.

• Action
  Add to suppression group

  Add a recipient's email to a SendGrid suppression group (unsubscribe group). POST /v3/asm/groups/{group_id}/suppressions.

• Action
  Create custom field

  Creates a new custom field.

• Action
  Create list

  Creates a new marketing contact list via the v3 Marketing Lists API.

• Action
  Create or update contact

  Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.

• Action
  Create or update recipient

  Creates a new recipient if the email does not exist, otherwise updates the existing recipient.

• Action
  Delete contacts

  Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.

• Action
  Get contact by email

  Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.

• Action
  Remove from suppression group

  Remove a recipient's email from a SendGrid suppression group (unsubscribe group). DELETE /v3/asm/groups/{group_id}/suppressions/{email}. Returns 204 No Content on success.

• Action
  Send an email

  Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.

• Action
  Send an email using template

  Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.

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