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Integrate Signaturely with your AI CRM

Signaturely is an electronic signature platform that allows users to sign documents online, offering features like automated signature requests, templates, and integrations with other platforms.

Explore Triggers and Actions

Create Folder

Tool to create a new folder for organizing documents. Use when you need to create a folder structure for document management.

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Get Current User

Tool to get the current authenticated user information. Use this to retrieve account details including email, name, role, status, and avatar URL.

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Get Folder

Tool to get folder information by ID. Use when you need to retrieve details about a specific folder including its subfolders and documents count.

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Get Recent Document

Tool to retrieve the most recent sent or completed document. Use when you need to fetch the latest document of a specific type (sent or completed).

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List Documents

Tool to list all documents. Use after authenticating to retrieve documents with optional filters and pagination.

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List Folders

Tool to get list of folders for documents. Use to retrieve all folders for organizing documents.

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List Team Members

Tool to list all team members in the Signaturely account. Returns team users with their account types and roles (Owner, Admin, User).

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Rename Folder

Tool to rename a folder via API call. Use when you need to update the title of an existing folder.

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Search Templates or Documents

Tool to search for templates or documents by matching text. Use when you need to find specific templates or documents by name or text content.

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How the Signaturely integration works

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

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

Set up Signaturely in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

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

  3. 3

    Ask an agent to use Signaturely 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 Signaturely integration work with Dench?

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

The Signaturely integration currently exposes 9 actions, including Create Folder, Get Current User, Get Folder, Get Recent Document, List Documents, and List Folders. Agents invoke them on your behalf from chat or from automations.

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

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

Is the Signaturely integration secure?

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