Integration

Connect Heartbeat to eSignatures

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

Heartbeat4 triggersHeartbeat6 actionseSignatures4 triggerseSignatures11 actions

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What do you want Heartbeat and eSignatures 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 Heartbeat and eSignatures

Triggers and actions 8 triggers · 17 actions

Trigger
Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
Trigger
Course Completed
Triggers when a user completes a course.
Trigger
New Event
Triggers when a new event is created.
Trigger
New Event RSVP
Triggers when someone RSVPs to an event.
Action
Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
Action
Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
Action
Create Thread
Posts a new thread in a Heartbeat channel.
Action
Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
Action
List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
Action
List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.
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Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".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).

Each app on its own

The other way round: eSignatures to Heartbeat