Can I use more than one connection at once?

Yes. A practice might file into Xero, check envelopes through an AI assistant and run its own portal on the API, all at the same time.

Will connecting a tool change what signers see?

No. Signers get the same email and signing link whichever tools you have connected.

Do I need a developer to connect Xero?

No. Xero is connected from inside SignAndGo. The API is the option that needs a developer.

Can my AI assistant send documents?

Yes. Once connected, it can check on envelopes and send documents for you.

They let your own system hear when an envelope changes status, such as when someone signs.

Guides · Connecting your tools

Connecting SignAndGo to your other tools.

A signed document is rarely the end of the job. It needs filing, the client needs to exist in your accounts, and someone needs to know the deal closed. SignAndGo connects in three ways, each for a different kind of team.

Xero, for the end of every deal

Connect your Xero organisation and signed documents can be filed into Xero automatically, with new signers added as Xero contacts. It suits accountants, bookkeepers and any business that runs its invoicing from Xero, because the paperwork ends up next to the client record without anyone downloading and re-uploading it.

The Xero guide goes through setting it up and choosing which documents to file.

Your AI assistant, for quick questions and sends

If you already work with an AI assistant, you can connect it to SignAndGo and ask it to check on envelopes or send documents, without opening the app. It suits people who live in their inbox and assistant all day and want a fast answer to "has the lease come back yet?".

The AI assistant guide covers what to ask and how to keep it sensible.

The API and webhooks, for your own systems

Developers can build SignAndGo into the software you already run. Create and send envelopes from your own system, and use webhooks to hear when an envelope changes status, so your records update the moment someone signs. It suits organisations with a customer portal, an HR platform or a booking system of their own.

Choosing where to start

Most teams do not need all three. Start with the one that removes the most double handling.

Re-uploading signed documents into Xero every week: start with Xero.
Asking a colleague for envelope status several times a day: try your AI assistant.
Copying details from your own system into SignAndGo by hand: talk to your developer about the API.

One login across the suite

Inside MyAndGo, SignAndGo already shares a login with ShareAndGo and BookAndGo, so a business using more than one app moves between them without logging in again.

What stays the same

Connecting a tool changes where documents go and who hears about them. It does not change how signers sign, what the audit trail records or how the completion certificate looks. You can add or remove a connection without changing your templates or your envelopes.

Common questions

Can I use more than one connection at once?: Yes. A practice might file into Xero, check envelopes through an AI assistant and run its own portal on the API, all at the same time.
Will connecting a tool change what signers see?: No. Signers get the same email and signing link whichever tools you have connected.
Do I need a developer to connect Xero?: No. Xero is connected from inside SignAndGo. The API is the option that needs a developer.
Can my AI assistant send documents?: Yes. Once connected, it can check on envelopes and send documents for you.
What do webhooks do?: They let your own system hear when an envelope changes status, such as when someone signs.