+Beyond-Bot.ai + Eversign
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach Eversign.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in Eversign zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in Eversign basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in Eversign ausführen.
Get Document Audit Log
Tool to retrieve the audit log for a document. use after obtaining the document hash to view its full event history.
Create Document
Tool to create a new document for signature. use after finalizing document details and signer list.
Create Template
Tool to create a new template. use when you need to programmatically set up reusable document templates after confirming your business settings.
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.
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.
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.
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.
List Templates
Tool to list templates for a business with optional pagination. use when you need to retrieve a paginated list of templates.
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".