eSignatures.io

These are the eSignatures.io actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

• 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.

• 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.

• 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.

• 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.

• Create Template

  Tool to create a new template. Use when you want to register a reusable contract template after defining document elements.

• Delete Signer

  Tool to remove a signer from a contract. Use when you need to revoke a signer's access to sign a contract.

• 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 Use when you need to remove an unused or outdated template after confirming its ID.

• 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.

• 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.

• 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.

• List Templates

  Tool to retrieve a list of all templates. Use when you need to browse available templates before selecting one.

• 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.

• 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.

• 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.

• 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.

• 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.

• List Template Collaborators

  Tool to retrieve all collaborators with editing access to a template. Returns collaborator IDs, names, emails, and editor URLs.