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, and none of them changes what your signers see.

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.

A worked example: a recruitment agency using all three

Consider an Auckland recruitment agency placing temporary staff. It is invented for illustration, but each step uses a connection described above.

• When a consultant marks a candidate as placed in the agency's own placement system, that system uses the API to send the candidate an envelope with the assignment terms and an IR330.
• A webhook reports back when the candidate has signed, and the placement system moves the candidate to ready to start, so nobody has to check by hand.
• Client terms of business go out from SignAndGo directly, using a shared template, and once signed they file into Xero, where the client is added as a contact before the first invoice.
• The director, who is rarely at a desk, asks her AI assistant each morning which client terms are still waiting on a signature, and sends reminders from the envelope when she is back at her laptop.

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.

Things to check before you rely on a connection

• Xero: send one test envelope and confirm the signed copy lands in the organisation you expect.
• AI assistant: read back the recipient and document before it sends, especially when two contacts share a first name.
• API and webhooks: have your developer test the full path, from creating an envelope to receiving the signed status, before switching real work across.
• All three: decide who in the team owns each connection, so someone notices if it stops being used or needs changing.

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. Inside MyAndGo, SignAndGo also shares a login with ShareAndGo and BookAndGo.