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Unify Integrations
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XodoSign

XodoSign

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2 mins READ

XodoSign is a secure eSignature platform that enables users to sign, send, and manage documents online with legally binding digital signatures. It simplifies contract workflows for individuals and teams with real-time tracking and cloud integration.

Integrating your application with XodoSign allows you to streamline document signing processes. 

Authentication

  • Connection Name: Select a descriptive name for your connection, like "MyAppXodosignIntegration." This helps in easily identifying the connection within your application or integration settings.

  • Authentication Type: XodoSign supports API key and Business ID for authentication. This method ensures secure access to XodoSign functionalities and data.

API Key Based Authentication

  • Log in to your Xodo account and navigate to your Developer section.

  • Click on "Collect your API key and Business ID".

  • Go to XodoSign -> Developer -> API key.

  • Store this token securely, as it grants access to your XodoSign account.

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Actions

ActionsDescription
Cancel documentCancels document using XodoSign
Get final PDFGets final PDF of a document using XodoSign
Get templateGets template using XodoSign
Send reminderSends reminder to signer using XodoSign
Use templateUses template to send document using XodoSign

Triggers

TriggersDescription
On document completedTriggers when a document is completed
On document sendTriggers when a document is sent