Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Airtable
Trigger: Watch new comments
Xodo Sign
Action: Select an action
1. Select a trigger
  • Triggers when a new comment is added to a record.

  • Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

  • Triggers when a new response is submitted.

2. Select an action
  • Cancels a document.

  • Creates a document.

  • Creates a template.

  • Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.

  • Downloads a final pdf.

  • Downloads an original pdf.

  • Returns a document.

  • Returns a template.

  • Performs an arbitrary authorized API call.

  • Sends a reminder. A reminder can be sent on a per-signer basis only.

  • Uploads a file.

  • Creates a document from a selected template.

Select a trigger and an action

Create workflow (opens in a new tab)