Resources · Make integration

Xodo Sign Make integrationAutomate Xodo Sign with Make.

Can Make handle your e-signature paperwork without a single line of code? The Xodo Sign Make integration gives you 17 modules: 2 triggers, 12 actions and 3 searches. This guide shows what each one does, how to link your account and how to build a first working scenario.

Try the Xodo Sign integration on MakeSee the 17 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What can the Xodo Sign Make integration do for you?

It links your Xodo Sign account to Make so that documents, templates and reminders move on their own. You build a scenario, which is the automation itself: a chain of modules, each one a single brick such as a trigger, an action or a search. Make runs that chain for you, on a schedule you set.

Keep a running register of every document. Watch New Documents spots each new document in Xodo Sign, Get a Document pulls its details, and a module from another app writes them into the spreadsheet or CRM your team already reads.

Send contracts from a template, not by hand. When a deal closes in another tool, Use a Template creates the document from the template you prepared, and Send a Reminder nudges a signer who has not reacted yet.

Archive signed files where they belong. Download a Final Document fetches the final PDF so a storage module can file it in the right client folder, while Download an Original Document keeps the source version for your records.

What the listed modules do not cover, Make an API Call can reach through the same connection. Xodo Sign does not offer an instant trigger in Make: both triggers are scheduled, so Make checks for news at the interval you choose. The same app often has an n8n node too; the n8n vs Make comparison lays out the differences, and the Make training helps if scenarios are new to you.

Connect

How do you connect Xodo Sign to Make?

  1. 01

    Add a Xodo Sign module

    Log in to Make, open your scenario and add any Xodo Sign module. Then click Create a connection. A connection is your Xodo Sign account linked to Make once and reused by every Xodo Sign module afterward.

  2. 02

    Name the connection

    The Connection name field is optional. A clear label such as the team or business it serves saves guesswork later, when several people share the same Make organization.

  3. 03

    Paste your credentials

    In Xodo Sign, open the dropdown menu at the top left and go to the Developer section. Your API access key and your Business ID sit there. Copy them into Make, or follow the on-screen instructions, and save.

First scenario

Your first scenario with Xodo Sign

GoalWhen a new document shows up in Xodo Sign, Make fetches its details and logs them in the tool your team tracks work in.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big + to place the first module on the canvas.

  2. 02

    Pick the trigger

    Search for Xodo Sign, choose Watch New Documents and link your account with Create a connection. This is a scheduled trigger: Make checks Xodo Sign on the scenario's schedule.

  3. 03

    Fetch the document details

    Click the + on the right of the trigger, add Get a Document and map the document coming from the trigger. Each document travels as a bundle, one item passed from module to module.

  4. 04

    Send the data onward

    Add one more module from the app where your team follows contracts, a spreadsheet or a CRM, and map the fields you want from Get a Document into it.

  5. 05

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received, so you can check the right document landed in the right place.

  6. 06

    Schedule and switch it on

    Open the clock on the first module. A new scenario checks every 15 minutes by default, and the Free plan cannot go below that. Adjust if you need, then switch the scenario on.

Triggers

What can start a Xodo Sign scenario?

2 modules start a scenario when something happens in Xodo Sign. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Xodo Sign as soon as it happens.

Xodo Sign1Watch New Documents

Watch New Documents

Scheduled trigger

In Make“Triggers when a new document event is created.”

Watch New Documents gives your scenario a starting point each time a new document event appears in Xodo Sign, so the rest of the chain can react without anyone copying details by hand.

How it fires
scheduled. Make checks Xodo Sign on the scenario's schedule, every 15 minutes by default, and picks up what is new since the last check.
When to use it
you want every document logged, announced to a channel or matched to a deal in your CRM.
Watch out
a document is only picked up at the next check, so a signer may act before your scenario has seen it; build later steps to read the current state with Get a Document.
Xodo Sign2Watch New Templates

Watch New Templates

Scheduled trigger

In Make“Triggers when a new template event is created.”

Your scenario learns about every template added to Xodo Sign, which keeps other tools aware of the models your team can send from.

How it fires
scheduled. Make polls Xodo Sign at the interval set on the scenario, not the moment the template is saved.
When to use it
a legal or sales lead wants to be told when a colleague publishes a new contract model, or you keep a catalog of approved templates in a shared sheet.
Watch out
this trigger reports templates, not documents sent from them; to follow contracts produced from a template, watch documents instead.
Modules

What can Make do in Xodo Sign?

Xodo Sign gives you 15 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Xodo Sign1

Cancel a Document

Action

In Make“Cancels a document.”

Cancels a document in Xodo Sign, so nobody signs a version that no longer holds.

When to use it
a deal falls through or the terms change in your CRM, and the pending contract has to be withdrawn at once.
Watch out
cancelling is also what makes a sent document deletable later with Delete a Document.
Xodo Sign2

Create a Document

Action

In Make“Creates a document.”

Builds a brand new document in Xodo Sign. The data comes from what your scenario already holds.

When to use it
no template fits, as with a one-off agreement assembled from the answers of a form.
Watch out
if the layout repeats from one deal to the next, Use a Template saves you from rebuilding it every time.
Xodo Sign3

Create a Template

Action

In Make“Creates a template.”

Adds a reusable template to your Xodo Sign account, so the same model can later produce as many documents as you need.

When to use it
your team drafts standard agreements in another tool and wants each approved version turned into a template automatically.
Watch out
if Watch New Templates starts another scenario, keep Create a Template out of it, or each new template will create the next one in a loop.
Xodo Sign4

Delete a Document

Action

In Make“Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.”

Removes a document or a template for good, which keeps your account free of drafts and dead contracts.

When to use it
tidying up after a deal is abandoned, once the document has been cancelled.
Watch out
Xodo Sign refuses to delete a document that is still live; it has to be cancelled first, or still be a draft, and a deletion cannot be undone, so place a filter before this module.
Xodo Sign5

Download a Final Document

Action

In Make“Downloads a final pdf.”

Retrieves the final PDF of a document as a file your scenario can hand to the next module, such as a cloud storage upload or an email attachment.

When to use it
you archive every closed contract in the client folder your accountants already use.
Watch out
on the Free plan, files over 5 MB cannot pass through the scenario.
Xodo Sign6

Download an Original Document

Action

In Make“Downloads an original pdf.”

Fetches the original PDF of a document, as opposed to the final one, as a file the next module can store or forward.

When to use it
an auditor or a colleague needs the source version next to the final one.
Watch out
choose Download a Final Document instead when the signed result is what you need to file.
Xodo Sign7

Get a Document

Action

In Make“Returns a document.”

Returns the details Xodo Sign holds on one document, so later modules can map its details instead of guessing them.

When to use it
right after Watch New Documents, to enrich the bundle before writing it to a spreadsheet or a CRM record.
Watch out
it reads a single document; to go through many at once, List Documents is the better start.
Xodo Sign8

Get a Template

Action

In Make“Returns a template.”

Reads the details of one template, which helps when a later step has to know what the model contains before using it.

When to use it
checking a template picked up by Watch New Templates before it goes into your shared catalog.
Watch out
tell it which template to read, usually by mapping the one sent by the trigger or found by List Templates.
Xodo Sign9

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Opens the rest of the Xodo Sign API to your scenario, with the connection you already set up, for anything the listed modules leave out.

When to use it
the action you need exists in Xodo Sign but has no dedicated module in Make.
Watch out
you write the request yourself, so keep the Xodo Sign API documentation open while you fill it in.
Xodo Sign10

Send a Reminder

Action

In Make“Sends a reminder. A reminder can be sent on a per-signer basis only.”

Nudges a signer who has not acted yet, without you writing a chasing email yourself.

When to use it
a deal is stuck in your pipeline because one person has not signed, and the account manager wants a polite push sent from Xodo Sign.
Watch out
a reminder goes to one signer at a time, so a contract with several signers needs one reminder per person.
Xodo Sign11

Upload a File

Action

In Make“Uploads a file.”

Sends a file from an earlier module into Xodo Sign, the first move when a contract is born outside it, in a drive or an email.

When to use it
a lawyer drops the final draft in a shared folder and you want it ready in Xodo Sign for the next step.
Watch out
the Free plan caps files at 5 MB inside a scenario.
Xodo Sign12

Use a Template

Action

In Make“Creates a document from a selected template.”

Turns a template you picked into a new document, which is the quickest way to send the same kind of agreement again and again.

When to use it
a deal marked as won in your CRM should produce the standard contract for that client without anyone opening Xodo Sign.
Watch out
map the client data carefully; a wrong field goes out to the signer as is.
Xodo Sign13

List Businesses

Search

In Make“Lists existing businesses on your account.”

Shows the businesses that exist on your Xodo Sign account, handy when one login serves more than one company or brand.

When to use it
a scenario has to pick the right business before it creates or lists documents.
Watch out
like every search, it can return zero, one or several bundles, and each bundle runs the rest of the scenario once.
Xodo Sign14

List Documents

Search

In Make“Lists documents.”

Brings back a set of documents from your account in one go, the base for any report or clean-up that covers more than a single file.

When to use it
building a status overview for the sales team, or finding documents to cancel after a client leaves.
Watch out
each document found becomes its own bundle, so the next modules spend an operation for every one of them.
Xodo Sign15

List Templates

Search

In Make“Lists templates.”

Returns the templates stored in Xodo Sign, so a scenario works from the templates that really exist instead of one typed in by hand.

When to use it
feeding Use a Template with the right model, or syncing your full template list to a shared sheet.
Watch out
an empty result stops the chain, so decide what should happen when no template matches.
Need help

Need help automating Xodo Sign with Make?

A person reads every message.

FAQ

Xodo Sign and Make: common questions

01Is the Xodo Sign Make integration free?
Yes, Xodo Sign is a standard app, available from the Make Free plan. That plan gives you 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans, Core, Pro, Teams and Enterprise, lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, one per module run on one bundle. You still need your own Xodo Sign account.
02What do you need to connect Xodo Sign to Make?
An active Xodo Sign account and its API access key. In Xodo Sign, open the dropdown menu at the top left, go to the Developer section and copy your API access key and your Business ID. In Make, add any Xodo Sign module, click Create a connection, give it a name if you want, then paste the credentials or follow the instructions on screen. The connection is saved once and every Xodo Sign module in your scenarios reuses it.
03Is the Xodo Sign trigger instant or scheduled in Make?
Scheduled. Both Xodo Sign triggers, Watch New Documents and Watch New Templates, are polled: Make asks Xodo Sign for news on the scenario's schedule, which is every 15 minutes by default. The Free plan cannot go below 15 minutes; paid plans can go down to 1 minute. Xodo Sign has no instant trigger in Make, so there is no webhook to set up. Keep in mind that a change is only seen at the next check, so plan later steps around that delay.
04What if the Xodo Sign module you need is missing in Make?
It depends on the action, but the Make an API Call module covers most gaps. It calls any endpoint of the Xodo Sign API with the same connection you already use, so you keep one login for everything. You write the request yourself, which asks for a bit more care than a ready-made module. Also note the rules the doc gives: only cancelled documents and drafts can be deleted, and a reminder goes to one signer at a time.
05Should you use Make or n8n for Xodo Sign?
It depends on the tool you already work in. Make offers 17 Xodo Sign modules, two scheduled triggers and Make an API Call for the rest, with a Free plan to test a first scenario. The same app often has an n8n node as well, so check the list of operations there against the actions you need. Pick the platform where your other apps are already connected, since the scenario only pays off if it reaches them.
Same platform

Other docs you might need on this stack.

Browse all integrations