+Beyond-Bot.ai + eSignatures.io
eSignatures.io provides a platform for sending and signing mobile-friendly contracts over the web.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach eSignatures.io.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in eSignatures.io zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in eSignatures.io basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in eSignatures.io ausführen.
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 use when you need to remove an unused or outdated template after confirming its id.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.