Beyond-Bot.ai + Esignatures io

eSignatures.io provides a platform for sending and signing mobile-friendly contracts over the web.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Esignatures io.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Esignatures io.

Trigger Workflows

Start automated workflows in Esignatures io based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Esignatures io.

Create Contract

Tool to create a new contract using a specified template and signer details. use after selecting a template when you need to send a contract for signature.

Create Signer

Tool to create a new signer profile. use when you need to add a signer to an existing signature request.

Create Template

Tool to create a new template. use when you want to register a reusable contract template after defining document elements.

Delete Template

Tool to delete a specific template by its id. use when you need to remove an unused or outdated template after confirming its id.

Get Template

Tool to retrieve details of a specific template by its id. use when you need to fetch a template’s metadata after selecting its id.

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates before selecting one.

Withdraw Contract

Tool to withdraw a contract by its id. use when you need to prevent further signing of a contract that hasn't been fully signed.