Integration

Connect Nutshell to eSignatures

When something happens in Nutshell, 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.

Nutshell6 triggersNutshell12 actionseSignatures4 triggerseSignatures11 actions

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What do you want Nutshell 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 Nutshell and eSignatures

Triggers and actions 10 triggers · 23 actions

Trigger
Activity Logged
Triggers when an Activity is logged.
Trigger
Lead Won
Triggers when a lead is won.
Trigger
New Activity
Triggers when new Activity is created.
Trigger
New Company
Triggers when new Company is created.
Trigger
New Lead
Triggers when a new Lead is created.
Trigger
New Person
Triggers when new Person is created.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Person
Creates a new Person.
Action
Find Company
Finds an existing company.
Action
Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find Person
Finds an existing person.
Action
Find User
Finds an existing User.
Action
Log Activity
Creates and logs a new Activity.
Action
Update Company
Updates an existing Company.
Action
Update Lead
Updates an existing Lead.
Action
Update Lead Outcome
Updates a Lead Outcome.
Action
Update Person
Updates an existing Person.
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Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".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).

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The other way round: eSignatures to Nutshell