+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.
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.
Esignatures Io Create Signer
Tool to create a new signer profile. use when you need to add a signer to an existing signature request.
Esignatures Io Create Template
Tool to create a new template. use when you want to register a reusable contract template after defining document elements.
Esignatures Io 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 use when you need to remove an unused or outdated template after confirming its id.
Esignatures Io 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.
Esignatures Io List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates before selecting one.
Esignatures Io 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.