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 use when you need to remove an unused or outdated template after confirming its id.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.