Integration
Connect eSignatures to PocketSmith
When something happens in eSignatures, your agent does the next thing in PocketSmith. 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 PocketSmith 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 PocketSmith
Triggers and actions 5 triggers ยท 20 actions
Trigger
Contract SignedTriggers when a contract is signed by all signers.
- Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
- Signer Declined Signature
Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
- Signer Viewed Contract
Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
- Add Signer
Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
- Add Template
Create a new reusable contract template. POST /api/templates (Templates - New).
- Create Contract
Creates a new contract.
- Delete Signer
Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
- Delete Template
Delete a contract template. DELETE /api/templates/:id (Templates - Delete).
- Get Contract
Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
- Get Template
Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).
- List Templates
List all contract templates in the account. GET /api/templates (Templates - List).
- Send Contract Draft
Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
- Update Template
Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
- Withdraw Contract
Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts. Poll GET /users/{id}/transactions sorted by created/updated date, dedup on transaction id.
- Add category
Create a new category for the authorised user. POST /users/{id}/categories.
- Add transaction
Create a new transaction in a PocketSmith transaction account. POST /transaction_accounts/{id}/transactions.
- Delete category
Delete a category by id. DELETE /categories/{id}.
- Delete transaction
Delete a transaction by id. DELETE /transactions/{id}.
- Get account
Retrieve a single account by id. GET /accounts/{id}.
- Get category
Retrieve a single category by id. GET /categories/{id}.
- Get transaction
Retrieve a single transaction by id. GET /transactions/{id}.
- Update category
Update an existing category's title, colour or parent. PUT /categories/{id}.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels). PUT /transactions/{id}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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