API actions —no coding required!
Automation Actions
Create Document
Attach File to Document
Add Input Fields
Send Document / Reminder
Retrieve Attached File from Document
Get Certificate of Completion
Add recipient
Get list of files attached to the document
Update recipient
Get document details
Add Share Recipient
Update Share Recipient
Update Input Field Values
Search documents (all members' documents)
Get Document Data
Search Documents
Import Document
Update Document Information
Automation Triggers
When Document Signing is Completed
When the document is canceled or rejected
When the document is executed, canceled, or rejected (Webhook Trigger)
When the document is executed (Webhook Trigger)
When the document is canceled or rejected (Webhook Trigger)
