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Integrate Eversign with your AI CRM

Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.

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Explore Triggers and Actions

Create Document

Creates a new Eversign document for electronic signature collection from one or more signers. You can create documents either: 1. From a template (use EVERSIGN_LIST_TEMPLATES to find available templates, then specify template_id) 2. From uploaded files (provide file URLs, base64 content, or file IDs in the files array) Documents can be sent immediately to signers or saved as drafts. Use sandbox mode for testing. Returns the document_hash which can be used to track and manage the document.

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Create Template

Tool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.

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Delete Document or Template

Tool to delete, cancel, or trash a document or template by its hash. Usage: - To cancel a pending/in-process document: Set cancel=True - To trash a document (safer, reversible): Set trash=True - To permanently delete a draft or cancelled document: Use without cancel or trash flags Note: Draft and completed documents must be trashed before permanent deletion. Pending documents must be cancelled before deletion.

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Get Bulk Job Status

Tool to retrieve the status of a bulk job. Use when you need to check the progress of a bulk sending job, including counts of completed, cancelled, and in-progress documents.

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Get Bulk Jobs List

Tool to retrieve a list of bulk jobs for a business. Use when you need to view or paginate existing bulk jobs.

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Get Document Audit Log

Retrieves the complete audit trail for a document, showing all events from creation through completion. Use this after obtaining a document_hash from list_documents or create_document to track document lifecycle events, signer actions, and status changes.

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List Businesses

Retrieves all businesses associated with your Eversign account, or filters to a specific business if business_id is provided. This is a read-only operation that returns business details including ID, name, status, and whether it's the primary business. Use this action when you need to discover available businesses before performing operations that require a business context, or to verify business access permissions.

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List Documents

Retrieves a paginated list of documents from your Eversign business account. This tool returns comprehensive document details including signers, status, timestamps, and metadata. Use filters to narrow results by status type, date range, search terms, or signer email. Perfect for monitoring document workflows, tracking signing progress, and building document dashboards.

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List Templates

Tool to list templates for a business with optional pagination. Use when you need to retrieve a paginated list of templates.

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Reassign Signer

Tool to reassign a signer to a new person. Use when you need to replace an existing signer on a document before signing is complete. Example: "Reassign the signer alice@example.com on document abc123 to bob@example.com".

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How the Eversign integration works

The Eversign integration connects your Dench AI CRM directly to Eversign, so agents can read and act on your Eversign data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through Eversign's own authorization, scoped to the account you connect.

Set up Eversign in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Eversign and click Connect — you'll authorize access through Eversign's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Eversign in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Eversign integration work with Dench?

The Dench Eversign integration connects your AI CRM to Eversign, so AI agents can work with your Eversign 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 Eversign via Dench?

The Eversign integration currently exposes 10 actions, including Create Document, Create Template, Delete Document or Template, Get Bulk Job Status, Get Bulk Jobs List, and Get Document Audit Log. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Eversign to Dench?

No. You connect Eversign from your Dench workspace using Eversign's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Eversign integration secure?

Connections are authorized through Eversign's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Eversign connection from your workspace settings at any time.

Eversign | Dench AI CRM