17 available actions

What your AI agent can do in eSignatures.io

eSignatures.io provides a platform for sending and signing mobile-friendly contracts over the web. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get ContractTool to retrieve details of a specific contract by its ID.
  • Get TemplateTool to retrieve details of a specific template by its ID.
  • Add Template CollaboratorTool to grant editing access to a template with optional email invitation.
  • Create ContractTool to create a new contract using a specified template and signer details.
  • Update SignerTool to update contact details of an existing signer on a contract.
  • Update TemplateTool to update an existing template's content, title, or labels.

Browse all 17 actions by capability

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

Find & reviewLook up and review existing recordsView 4 actionsHide actions
  • Get ContractTool to retrieve details of a specific contract by its ID.
  • Get TemplateTool to retrieve details of a specific template by its ID.
  • List Template CollaboratorsTool to retrieve all collaborators with editing access to a template.
  • List TemplatesTool to retrieve a list of all templates.
Create & communicateCreate records or send supported messagesView 6 actionsHide actions
  • Add Template CollaboratorTool to grant editing access to a template with optional email invitation.
  • Create ContractTool to create a new contract using a specified template and signer details.
  • Create SignerAdd a signer to an existing contract/signature request.
  • Create TemplateTool to create a new template.
  • Generate Contract PDF PreviewTool to generate a PDF preview of a contract and receive a webhook notification with a download URL.
  • Send Contract to SignerTool to send or resend a contract signature request to a specific signer via their configured communication channel.
Update & manageChange and manage existing recordsView 3 actionsHide actions
  • Copy TemplateTool to duplicate an existing template with optional customization.
  • Update SignerTool to update contact details of an existing signer on a contract.
  • Update TemplateTool to update an existing template's content, title, or labels.
Remove & cancelRemove records or cancel supported workView 3 actionsHide actions
  • Delete SignerTool to remove a signer from a contract.
  • Delete TemplateTool to delete a specific template by its ID.
  • Remove Template CollaboratorTool to revoke a collaborator's template editing permissions.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Withdraw ContractTool to withdraw a contract by its ID.

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.io

How does the agent connect to eSignatures.io?
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.io?
The page above lists the 17 actions currently available through the eSignatures.io 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.io 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.io 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.io to work?

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

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