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Signwellsignatures

12 available actions

What your AI agent can do in Signwell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get CredentialsRetrieve account information for the authenticated API key.
  • Get DocumentTool to return a document and all associated document data.
  • Create DocumentTool to create and optionally send a new document for signing.
  • Create Document from TemplateTool to create and optionally send a new document for signing from a template.
  • Update and Send DocumentTool to update a draft document and send it to recipients for signing.
  • Update TemplateTool to update an existing template in SignWell.

Browse all 12 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 CredentialsRetrieve account information for the authenticated API key.
  • Get DocumentTool to return a document and all associated document data.
  • List Bulk SendsTool to list all Bulk Sends.
  • List WebhooksTool to list all registered webhooks.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Create DocumentTool to create and optionally send a new document for signing.
  • Create Document from TemplateTool to create and optionally send a new document for signing from a template.
  • Create WebhookTool to register a webhook callback URL.
  • Send ReminderTool to send a reminder email to recipients that have not signed yet.
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Update and Send DocumentTool to update a draft document and send it to recipients for signing.
  • Update TemplateTool to update an existing template in SignWell.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Delete DocumentTool to delete a document (and cancel signing if in progress).
  • Delete WebhookDeletes a registered webhook 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 Signwell

How does the agent connect to Signwell?
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 Signwell?
The page above lists the 12 actions currently available through the Signwell connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Signwell 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 Signwell 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 Signwell 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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