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Beyond-Bot.ai + Docnify
Docnify is a digital signing platform that simplifies the document signing process, offering integrations with tools like Figma, Jira, Trello, and Google Docs to create a unified workspace.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Docnify.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Docnify.
Trigger Workflows
Start automated workflows in Docnify based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Docnify.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete Document Recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Delete Document Recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Delete Document Recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Delete Document Recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
List Documents
Tool to list documents in the Docnify account.
List Documents
Tool to list documents in the Docnify account.
List Documents
Tool to list documents in the Docnify account.
List Templates
Tool to list templates in the Docnify account.
List Templates
Tool to list templates in the Docnify account.
List Templates
Tool to list templates in the Docnify account.
List Templates
Tool to list templates in the Docnify account.
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Resend Document
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.