AI-native automation
Connect Adobe Sign and Xero with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Adobe Sign and Xero together
- 01
Create invoice in Xero when agreement completed in Adobe Sign.
Caddi watches Adobe Sign for agreement completed and create invoice in Xero — no copy-paste, no missed records.
- 02
Send agreement for signature in Adobe Sign when new invoice in Xero.
Caddi watches Xero for new invoice and send agreement for signature in Adobe Sign so the two systems stay in lockstep.
- 03
Record payment in Xero from Adobe Sign events.
When agreement sent happens in Adobe Sign, Caddi record payment in Xero with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Adobe Sign and Xero
- Adobe Sign
Agreement completed
Triggers when all signers have completed an agreement.
- Adobe Sign
Agreement sent
Triggers when an agreement is sent for signature.
- Adobe Sign
Agreement declined
Triggers when a signer declines an agreement.
- Adobe Sign
Send agreement for signature
Send a document or template out for e-signature.
- Adobe Sign
Use template
Send an agreement built from a reusable widget or template.
- Adobe Sign
Download signed PDF
Download the executed PDF and certificate of completion.
- Adobe Sign
Send reminder
Nudge signers who haven't completed yet.
- Xero
New invoice
Triggers when a new invoice is created.
- Xero
Payment received
Triggers when a payment is recorded.
- Xero
New contact
Triggers when a new contact is added.
- Xero
Create invoice
Generate an invoice for a contact with line items.
- Xero
Record payment
Apply a payment against one or more invoices.
- Xero
Create contact
Add a new Xero contact.
- Xero
Create bill
Record a new bill against a vendor.
Common questions
How does Caddi connect Adobe Sign and Xero?
Adobe Sign and Xero just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Adobe Sign and Xero end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Adobe Sign and Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + Xero loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Adobe Sign and Xero?
Drop your work email and we'll show you Caddi running end-to-end against Adobe Sign, Xero, and the rest of your stack.