Airtable + Xodo Sign

Create Xodo Sign templates from new Airtable records

Effortlessly streamline your document signing process with this Airtable and Xodo Sign integration. Whenever a new record is added in Airtable, this workflow immediately sends a template from Xodo Sign for signature. Save time, reduce manual effort, and ensure consistency in your document signing process with this seamless automation.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerScheduled
automatically do this!
Use Template
Sends a document created from a template in your eversign account.
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search

- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search or write
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Scheduled
Try It

- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
Action
Write
- Document HashRequired
- Include audit trailRequired
Action
Search

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Scheduled
Try It
- TemplateRequired
- Enable SMS Signer Authentication
- Sandbox
- Document Title
- Message
- Custom Requester Name
- Custom Requester Email
- Redirect URL After Signature
- Embedded Signing
- Require All Signers
- Automatic Reminders
Action
Write

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