+
Beyond-Bot.ai + Documenso
Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Documenso.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Documenso.
Trigger Workflows
Start automated workflows in Documenso based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Documenso.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Delete Template
Tool to delete a template by ID.
Delete Template
Tool to delete a template by ID.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Get Template
Tool to fetch a template by ID.
Get Template
Tool to fetch a template by ID.
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Remove Team Member V1
Tool to remove a member from a team.
Remove Team Member V1
Tool to remove a member from a team.
Remove Team Member V1
Tool to remove a member from a team.
Resend Document For Signing V1
Tool to re-send a document for signing via POST /api/v1/documents/{id}/resend.
Resend Document For Signing V1
Tool to re-send a document for signing via POST /api/v1/documents/{id}/resend.
Resend Document For Signing V1
Tool to re-send a document for signing via POST /api/v1/documents/{id}/resend.
Update Document Fields
Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
Update Document Fields
Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
Update Document Fields
Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Use Template (V2-Beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Use Template (V2-Beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Use Template (V2-Beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.