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Signaturelysignatures

9 available actions

What your AI agent can do in Signaturely

Signaturely is an electronic signature platform that allows users to sign documents online, offering features like automated signature requests, templates, and integrations with other platforms. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Search Templates or DocumentsTool to search for templates or documents by matching text.
  • Get Current UserTool to get the current authenticated user information.
  • Create FolderTool to create a new folder for organizing documents.
  • Rename FolderTool to rename a folder via API call.

Browse all 9 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 Current UserTool to get the current authenticated user information.
  • Get FolderTool to get folder information by ID.
  • Get Recent DocumentTool to retrieve the most recent sent or completed document.
  • List DocumentsTool to list all documents.
  • List FoldersTool to get list of folders for documents.
  • List Team MembersTool to list all team members in the Signaturely account.
  • Search Templates or DocumentsTool to search for templates or documents by matching text.
Create & communicateCreate records or send supported messagesView 1 actionHide actions
  • Create FolderTool to create a new folder for organizing documents.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Rename FolderTool to rename a folder via API call.

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 Signaturely

How does the agent connect to Signaturely?
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 Signaturely?
The page above lists the 9 actions currently available through the Signaturely connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Signaturely 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 Signaturely 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 Signaturely 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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