Team
Shared credential for production and unattended runs.
Connect eSignatures.io with Hookshot™ and your stack
eSignatures.io provides a platform for sending and signing mobile-friendly contracts over the web.
Tools and triggers
What Agents can do in eSignatures.io
Available tools and events after eSignatures.io is connected.
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Add Template Collaborator
Tool to grant editing access to a template with optional email invitation. Use when you need to add a collaborator who can edit the template.
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Copy Template
Tool to duplicate an existing template with optional customization. Use when you need to create a new template based on an existing one.
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Create Contract
Tool to create a new contract using a specified template and signer details. Use after selecting a template when you need to send a contract for signature.
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Create Signer
Add a signer to an existing contract/signature request. This action queues the addition of a new signer to a contract that has already been created. The signer will be added asynchronously and will receive their…
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Create Template
Tool to create a new template. Use when you want to register a reusable contract template after defining document elements.
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Delete Signer
Tool to remove a signer from a contract. Use when you need to revoke a signer's access to sign a contract.
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Delete Template
Tool to delete a specific template by its ID. Use when you need to remove an unused or outdated template after confirming its ID.
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Generate Contract PDF Preview
Tool to generate a PDF preview of a contract and receive a webhook notification with a download URL. Use when you need to preview the contract document before or after signing.
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Get Contract
Tool to retrieve details of a specific contract by its ID. Returns contract status, signer information, and values entered by signers. Use when you need to check contract status or download signed PDF.
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Get Template
Tool to retrieve details of a specific template by its ID. Use when you need to fetch a template’s metadata after selecting its ID.
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List Template Collaborators
Tool to retrieve all collaborators with editing access to a template. Returns collaborator IDs, names, emails, and editor URLs.
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List Templates
Tool to retrieve a list of all templates. Use when you need to browse available templates before selecting one.
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Remove Template Collaborator
Tool to revoke a collaborator's template editing permissions. Use when you need to remove access for a specific collaborator from a template.
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Send Contract to Signer
Tool to send or resend a contract signature request to a specific signer via their configured communication channel. Use when you need to deliver a contract to a signer for their signature.
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Update Signer
Tool to update contact details of an existing signer on a contract. Use when you need to change a signer's name, email, or mobile number. Note: The contract is not automatically emailed when the signer's information is…
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Update Template
Tool to update an existing template's content, title, or labels. Use when you need to modify a template's configuration without creating a new one.
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Withdraw Contract
Tool to withdraw a contract by its ID. Use when you need to prevent further signing of a contract that hasn't been fully signed.
Setup
Connect eSignatures.io in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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