Xodo Sign + eversign Integration

Integrate eversign to Xodo Sign in one click, or tell Integrately AI how you want each document handled. Sync signed agreements, create contacts, update records, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Xodo Sign
    Document is completed in Xodo Sign Instant
  • Xodo Sign
    Document is sent in Xodo Sign Instant
  • Xodo Sign
    Document is signed in Xodo Sign Instant
  • Xodo Sign
    Document is created in Xodo Sign Instant
  • Xodo Sign
    Document is cancelled in Xodo Sign Instant
  • eversign
    Document is Completed in eversign Instant
  • eversign
    Document is signed in eversign Instant
  • eversign
    Document is sent in eversign Instant
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2.

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Ready WorkflowsReady Workflows Β  for Xodo Sign + eversign Integration

Track completions, create contacts, organise records, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your eversign + Xodo Sign flow

Send signed document data straight to your CRM, notify your team, and keep spreadsheets updated the moment signing completes. Pick a combination and activate it in one click.

Xodo Sign
eversign
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Google DriveGoogle Drive (6)
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SalesforceSalesforce (6)
+
HubSpotHubSpot (6)
+
Google SheetsGoogle Sheets (6)
+
SlackSlack (6)
+
GmailGmail (6)
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When a document is signed in eversign, create a contact in Xodo Sign and upload the file to Google Drive
Signed eversign agreements instantly create a Xodo Sign contact and upload the document to Google Drive, removing manual file transfers.
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When a document is completed in Xodo Sign, download the document in eversign and save it in Google Drive
Completed Xodo Sign agreements trigger an eversign document download and save directly into Google Drive.
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When a document is sent in eversign, create a Xodo Sign contact and create a tracking folder in Google Drive
Sent eversign documents trigger a new Xodo Sign contact and a dedicated tracking folder in Google Drive.
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E
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When a Xodo Sign document is cancelled, create a contact in Xodo Sign and move the file to your archive folder in Google Drive
Cancelled Xodo Sign agreements update your Xodo Sign contacts and relocate files in Google Drive automatically.
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Use Claude to analyse completed Xodo Sign documents, create a contact in Xodo Sign, and save the summary file in Google Drive
Claude extracts agreement details from Xodo Sign completions, creates a contact, and saves a summary in Google Drive.
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When a document is completed in Xodo Sign, create a Xodo Sign contact, save the agreement in Google Drive, and create a task in Asana
Completed Xodo Sign agreements create contacts, store files in Google Drive, and trigger follow-up tasks in Asana.

Supported triggers and actions for Xodo Sign and eversign

Mix and match to build the exact automation you need

Xodo Sign
Xodo Sign Triggers & Actions
Instant
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
Try it β†’
Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
Try it β†’
Instant
Document is signed in Xodo Sign
Triggers the automation when a document is signed
Try it β†’
Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
Try it β†’
Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
Try it β†’
Create contact in Xodo Sign
Adds a new contact to the database
Try it β†’
eversign
eversign Triggers & Actions
Instant
Document is Completed in eversign
Triggers the automation when a particular document is completed
Try it β†’
Instant
Document is signed in eversign
Triggers the automation when a document is signed
Try it β†’
Instant
Document is sent in eversign
Triggers the automation when a document is sent to the recipient
Try it β†’
Send document using template in eversign
Sends a document using a pre-designed template
Try it β†’
Download document in eversign
Download a particular document to a location
Try it β†’

What can you automate with eversign + Xodo Sign?

Streamline your digital signature workflows, eliminate manual data entry, and keep all your agreement records perfectly synchronised.

What you can automate?
✍️
Automatically create contacts from signed documents
Capture every signer and client detail as soon as a document is signed in eversign or completed in Xodo Sign, eliminating manual contact creation across platforms.
πŸ“‹
Capture every submitted agreement field
Map all available signer responses and custom fields from your signature workflows directly into your records instead of just basic contact information.
πŸ””
Notify the right team member instantly
Send immediate alerts to your sales, legal, or operations channel the moment an agreement is signed, sent, or completed.
πŸ”€
Route workflows based on submitted fields
Trigger different follow-up actions or assign specific tasks depending on contract values, document types, or client tiers.
πŸ”„
Keep agreement statuses up to date
Automatically reflect document lifecycle changesβ€”from sent to signed, completed, or cancelledβ€”across all connected databases.
πŸ›‘οΈ
Prevent duplicate records and entries
Ensure contacts and agreement logs are upserted cleanly so your database never accumulates duplicate entries from repeat signings.
⏱️
Handle later status changes and cancellations
Automate clean-up workflows and notifications whenever a document is cancelled or requires administrative review.
πŸ”—
Extend signing flows to your favorite CRM
Connect eversign and Xodo Sign completions directly to HubSpot, Salesforce, or Google Sheets to keep your entire business stack synchronized.
And much more...

Who is eversign + Xodo Sign integration for?

Legal teams, sales professionals, and operations managers who handle high volumes of agreements can automate signing workflows and eliminate manual contact entry effortlessly.

Operations Managers
Operations Managers
Sales Team Leads
Sales Team Leads
Account Managers
Account Managers
Document Processing Specialists
Document Processing Specialists
Legal Administrators
Legal Administrators
Compliance Auditors
Compliance Auditors
πŸ“ˆ
Operations Managers
You report on agreement metrics and completion rates to guide executive decisions, but your tracking records only update when someone manually exports signing data, so your counts are always hours behind β€” this integration means every completed document updates your records instantly and your dashboard stays current.
⚑
Sales Team Leads
You need to act fast the moment a prospect signs a contract to kick off onboarding, and you find out too late because signing notifications get buried in crowded inboxes β€” automating both apps means every signed agreement immediately creates a contact and alerts your team without delay.
🀝
Account Managers
You answer to clients who want immediate confirmation and progress updates on their paperwork, but compiling status reports by hand takes hours away from client relationship management β€” connecting these apps means client records and agreement statuses update automatically in real time.
πŸ“Š
Document Processing Specialists
The volume of daily contracts and agreements is too high for anyone to keep up with by hand, leading to bottlenecks and missed contact entries across platforms β€” automating both apps means document completions instantly generate contacts and populate your database without manual typing.
βš–οΈ
Legal Administrators
You own compliance tracking and depend on colleagues upstream to hand over signed files so you can archive them correctly, but files often get misplaced β€” this integration means every signed eversign agreement automatically flows into your secure storage and contact manager.
πŸ”
Compliance Auditors
You need a reliable, unbroken history of every agreement lifecycle and keep finding gaps where manual logging was forgotten during busy periods β€” automating both apps means every sent, signed, and completed event is captured immutably across your systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Xodo Sign + eversign

Build and manage your Xodo Sign + eversign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Xodo Sign + eversign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect eversign to Xodo Sign?
Frequently Asked Questions
You can connect eversign to Xodo Sign in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. It links both apps alongside tools like Google Sheets, Slack, and Salesforce instantly.
Can I automatically create contacts in Xodo Sign when a document is signed in eversign?
Frequently Asked Questions
Can I connect eversign, Xodo Sign, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for eversign and Xodo Sign?
Frequently Asked Questions
How are eversign documents handled in these automations?
Frequently Asked Questions
Can I track Xodo Sign document completions automatically?
Frequently Asked Questions
Do I need coding skills to automate eversign and Xodo Sign?
Frequently Asked Questions
Is the eversign and Xodo Sign integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries β€” just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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