28 available actions

What your AI agent can do in eSignatures

eSignatures is an electronic signature platform for creating templates, sending contracts, managing signers, and tracking signing workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ContractGet one contract's current status, details, signers, signer field values, and temporary signed-PDF URL when available.
Get Contract ContentReturn the Markdown content of one contract.
Add Contract SignerAdd a signer to an editable contract without automatically sending a signature request.
Add Contract SignersAdd a non-empty list of signers to an editable contract by calling the provider's singular endpoint sequentially in request order.
Update Contract ContentApply exact Markdown find-and-replace edits to a contract.
Update Contract SignerUpdate selected contact, delivery, authentication, or redirect details for a signer without resending the contract.

Browse all 28 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 7 actionsHide actions

Get ContractGet one contract's current status, details, signers, signer field values, and temporary signed-PDF URL when available.
Get Contract ContentReturn the Markdown content of one contract.
Get Contract Placeholder FieldsReturn the current placeholder replacements for one contract.
Get TemplateGet one template's metadata, placeholder keys, and signer-field IDs.
Get Template ContentReturn the Markdown content of one template.
List Template CollaboratorsReturn all collaborators who can edit one template.
List TemplatesReturn all templates available to the connected account.

Create & communicateCreate records or send supported messagesView 7 actionsHide actions

Add Contract SignerAdd a signer to an editable contract without automatically sending a signature request.
Add Contract SignersAdd a non-empty list of signers to an editable contract by calling the provider's singular endpoint sequentially in request order.
Add Template CollaboratorCreate a name-only collaborator who can edit a template.
Create and Send ContractCreate a contract from a template or from ad-hoc Markdown and immediately send signature requests to its signers.
Create Contract DraftCreate a test or production contract draft from a template or from ad-hoc Markdown, without sending signature requests or otherwise delivering it externally.
Create TemplateCreate a reusable Markdown contract template.
Send Draft ContractSend an existing draft to its signers.

Update & manageChange and manage existing recordsView 5 actionsHide actions

Update Contract ContentApply exact Markdown find-and-replace edits to a contract.
Update Contract Placeholder FieldsUpdate selected placeholder replacements on an unsigned contract.
Update Contract SignerUpdate selected contact, delivery, authentication, or redirect details for a signer without resending the contract.
Update TemplateUpdate a template's title and/or labels without changing its Markdown content.
Update Template ContentApply exact Markdown find-and-replace edits to a template.

Remove & cancelRemove records or cancel supported workView 3 actionsHide actions

Delete Contract SignerPermanently remove a signer from an editable contract.
Delete TemplatePermanently delete a template.
Remove Template CollaboratorRemove a collaborator's permission to edit a template.

Other actionsSpecialist and administrative actions.View 6 actionsHide actions

Duplicate TemplateDuplicate a template with a new title plus optional placeholder replacements.
Invite Template CollaboratorInvite a collaborator to edit a template.
Preview Contract Content UpdatePreview the prospective Markdown from exact find-and-replace edits without mutating the contract.
Preview Template Content UpdatePreview the prospective Markdown from exact find-and-replace edits without mutating the template.
Resend Sign RequestResend a signature request to one signer.
Withdraw ContractIrreversibly withdraw an active unsigned contract so it can no longer be signed.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect eSignatures

How does the agent connect to eSignatures?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in eSignatures?

The page above lists the 28 actions currently available through the eSignatures connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is eSignatures included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until eSignatures is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put eSignatures to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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