Add Template Collaborator
Tool to grant editing access to a template with optional email invitation. Use when you need to add a collaborator who can edit the template.
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Integrate eSignatures.io
with your AI CRM
eSignatures.io provides a platform for sending and signing mobile-friendly contracts over the web.
Explore Triggers and Actions
Copy Template
Tool to duplicate an existing template with optional customization. Use when you need to create a new template based on an existing one.
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Create Contract
Tool to create a new contract using a specified template and signer details. Use after selecting a template when you need to send a contract for signature.
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Create Signer
Add a signer to an existing contract/signature request. This action queues the addition of a new signer to a contract that has already been created. The signer will be added asynchronously and will receive their signing invitation via email. Use this when you need to add additional signers to a contract after it has been created, or when you want to add signers incrementally rather than all at once during contract creation. Note: The API returns a queued status, indicating the operation has been accepted for processing. Adding a new signer does not automatically send an email notification unless the contract settings are configured to do so.
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Create Template
Tool to create a new template. Use when you want to register a reusable contract template after defining document elements.
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Delete Signer
Tool to remove a signer from a contract. Use when you need to revoke a signer's access to sign a contract.
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Delete Template
Tool to delete a specific template by its ID. Use when you need to remove an unused or outdated template after confirming its ID.
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Generate Contract PDF Preview
Tool to generate a PDF preview of a contract and receive a webhook notification with a download URL. Use when you need to preview the contract document before or after signing.
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Get Contract
Tool to retrieve details of a specific contract by its ID. Returns contract status, signer information, and values entered by signers. Use when you need to check contract status or download signed PDF.
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Get Template
Tool to retrieve details of a specific template by its ID. Use when you need to fetch a template’s metadata after selecting its ID.
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List Template Collaborators
Tool to retrieve all collaborators with editing access to a template. Returns collaborator IDs, names, emails, and editor URLs.
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List Templates
Tool to retrieve a list of all templates. Use when you need to browse available templates before selecting one.
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Remove Template Collaborator
Tool to revoke a collaborator's template editing permissions. Use when you need to remove access for a specific collaborator from a template.
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Send Contract to Signer
Tool to send or resend a contract signature request to a specific signer via their configured communication channel. Use when you need to deliver a contract to a signer for their signature.
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Update Signer
Tool to update contact details of an existing signer on a contract. Use when you need to change a signer's name, email, or mobile number. Note: The contract is not automatically emailed when the signer's information is updated.
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Update Template
Tool to update an existing template's content, title, or labels. Use when you need to modify a template's configuration without creating a new one.
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Withdraw Contract
Tool to withdraw a contract by its ID. Use when you need to prevent further signing of a contract that hasn't been fully signed.
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How the eSignatures.io integration works
The eSignatures.io integration connects your Dench AI CRM directly to eSignatures.io, so agents can read and act on your eSignatures.io data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
17 actions are available for agents to invoke on your behalf. Every call runs through eSignatures.io's own authorization, scoped to the account you connect.
Set up eSignatures.io in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find eSignatures.io and click Connect — you'll authorize access through eSignatures.io's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use eSignatures.io in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the eSignatures.io integration work with Dench?
The Dench eSignatures.io integration connects your AI CRM to eSignatures.io, so AI agents can work with your eSignatures.io data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with eSignatures.io via Dench?
The eSignatures.io integration currently exposes 17 actions, including Add Template Collaborator, Copy Template, Create Contract, Create Signer, Create Template, and Delete Signer. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect eSignatures.io to Dench?
No. You connect eSignatures.io from your Dench workspace using eSignatures.io's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the eSignatures.io integration secure?
Connections are authorized through eSignatures.io's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the eSignatures.io connection from your workspace settings at any time.