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Beyond-Bot.ai + docuseal
DocuSeal is a platform that provides a powerful and easy-to-use API to implement eSignature workflows, allowing users to automate document and template management processes without relying on the web interface.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to docuseal.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in docuseal.
Trigger Workflows
Start automated workflows in docuseal based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within docuseal.
Docuseal Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Docuseal Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
Docuseal Create Submission From Pdf
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Docuseal Create Template From Html
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Docuseal Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
Docuseal List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
Docuseal List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
Docuseal List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Docuseal Merge Templates
Tool to merge multiple templates into one with a new name. use when you have multiple template ids and want to combine them into a single document.
Docuseal Update Template
Tool to update details of a specific template, including name and folder. use after confirming the template id.