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Triggers and actions 1 trigger ยท 25 actions
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature. POST https://api.eversign.com/document โ builds a document from raw files/fields/signers, optionally sends immediately.
Action
Add templateCreate a new reusable document template. POST https://api.eversign.com/document with is_template set โ defines fields/signer roles for later use via "Use Template".
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it). DELETE https://api.eversign.com/document with document_hash and cancel=1.
Action
Delete documentPermanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.
Action
List businessesList the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.
Action
List documentsList the account's documents. GET https://api.eversign.com/document โ supports limit param, returns document summaries (not templates).
Action
List templatesList the account's saved templates. GET https://api.eversign.com/document?type=template.
Action
Reassign signerReassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.
Action
Send reminderSend a signature reminder to a pending signer on a document. POST https://api.eversign.com/send_reminder with document_hash and signer_id.
Action
Use TemplateSends a document created from a template in your eversign account.
Action
Add comment to taskAdds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only
Action
Add mailboxCreates a new mailbox with default settings. POST /{account_id}/mailboxes
Action
Add projectCreates a new project. POST /{account_id}/internal-projects
Action
Add taskCreates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks
Action
Delete taskPermanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
Find tasksReturns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks
Action
Get mailboxReturns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}
Action
Get projectReturns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}
Action
Get taskGets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
List accountsReturns the accounts the user has access to. GET /accounts
Action
List mailboxesReturns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection
Action
List projectsReturns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection
Action
List workflowsReturns all published workflows available for an account. GET /{account_id}/workflows/for-selection
Action
Update task statusUpdates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status
Action
Upload fileUploads a file and returns the ID of the file. POST /{account_id}/files/upload
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.