Integration
Connect eSignatures to OnePageCRM
When something happens in eSignatures, your agent does the next thing in OnePageCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want eSignatures and OnePageCRM 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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Connect Claude CodeEverything your agent can do with eSignatures and OnePageCRM
Triggers and actions 13 triggers · 22 actions
Trigger
Contract SignedTriggers when a contract is signed by all signers.
Trigger
Contract WithdrawnFires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
Trigger
Signer Declined SignatureFires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
Trigger
Signer Viewed ContractFires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
Action
Add SignerAdd a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
Action
Add TemplateCreate a new reusable contract template. POST /api/templates (Templates - New).
Action
Create ContractCreates a new contract.
Action
Delete SignerRemove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
Action
Delete TemplateDelete a contract template. DELETE /api/templates/:id (Templates - Delete).
Action
Get ContractRetrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
Action
Get TemplateRetrieve a contract template's details. GET /api/templates/:id (Templates - Query).
Action
List TemplatesList all contract templates in the account. GET /api/templates (Templates - List).
Action
Send Contract DraftSend a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
Action
Update TemplateUpdate an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
Action
Withdraw ContractWithdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.