Integration

Connect eSignatures to Customer.guru

When something happens in eSignatures, your agent does the next thing in Customer.guru. Describe it in plain language and the automation is built, tested on every branch and kept running.

eSignatures4 triggers eSignatures11 actions Customer.guru1 trigger Customer.guru2 actions

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What do you want eSignatures and Customer.guru to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with eSignatures and Customer.guru

Triggers and actions 5 triggers · 13 actions

Trigger
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
Trigger
Signer Declined Signature
Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
Trigger
Signer Viewed Contract
Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
Action
Add Signer
Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
Action
Add Template
Create a new reusable contract template. POST /api/templates (Templates - New).
Action
Create Contract
Creates a new contract.
Action
Delete Signer
Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
Action
Delete Template
Delete a contract template. DELETE /api/templates/:id (Templates - Delete).
Action
Get Contract
Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
Action
Get Template
Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).
Action
List Templates
List all contract templates in the account. GET /api/templates (Templates - List).
Action
Send Contract Draft
Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
Action
Update Template
Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
Action
Withdraw Contract
Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).
Trigger
New Rating
Triggered when a customer submits a new rating on one of your Customer.guru surveys, giving you their score, their comment and how they engaged with the survey email.
Action
Find Customer
Looks up a customer in your Customer.guru account by email address and returns that customer's record — their id, when they were added, their most recent survey score and comment, and whether they have unsubscribed.
Action
Schedule Survey
Sends a Customer.guru NPS survey to one or more customers, either straight away or scheduled for a later date, and reports how many went out.

Each app on its own

The other way round: Customer.guru to eSignatures

Connect eSignatures to Customer.guru

What do you want eSignatures and Customer.guru to do together?

Triggers and actions 5 triggers · 13 actions

Each app on its own

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