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Beyond-Bot.ai + eversign
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to eversign.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in eversign.
Trigger Workflows
Start automated workflows in eversign based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within eversign.
Eversign Create Document
Tool to create a new document for signature. use after finalizing document details and signer list.
Eversign Create Template
Tool to create a new template. use when you need to programmatically set up reusable document templates after confirming your business settings.
Eversign List Documents
Tool to list documents for a business. use when you need to retrieve documents with optional filters after setting business id in query params.
Eversign List Templates
Tool to list templates for a business with optional pagination. use when you need to retrieve a paginated list of templates.
Eversign Audit Log
Tool to retrieve the audit log for a document. use after obtaining the document hash to view its full event history.
Eversign Delete Document Or Template
Tool to delete a document or template by its hash. use when you need to permanently remove a document or template.
Eversign Get Bulk Jobs List
Tool to retrieve a list of bulk jobs for a business. use when you need to view or paginate existing bulk jobs.
Eversign List Businesses
Tool to retrieve a list of businesses associated with your account. use when you need to fetch all businesses available to the authenticated user.
Eversign Reassign Signer
Tool to reassign a signer to a new person. use when you need to replace an existing signer on a document before signing is complete. example: "reassign the signer alice@example.com on document abc123 to bob@example.com".