eversign, EngageBay Integrations

EngageBay
eversign
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

eversign

Watch New Documents

Triggers when a new document event is created.

eversign

Watch New Templates

Triggers when a new template event is created.

EngageBay

Watch Companies Updates

Triggers when some company is updated.

EngageBay

Watch Contacts Updates

Triggers when some contact is updated.

EngageBay

Watch Deals Updates

Trigger when some deal is updated.

EngageBay

Watch New Companies

Triggers when new company is created.

EngageBay

Watch New Contacts

Triggers when new contact is added.

EngageBay

Watch New Deals

Triggers when new deal is added.

EngageBay

Watch New Tasks

Triggers when new task is added.

EngageBay

Watch Tasks Updates

Triggers when some task is updated.

Actions

eversign

Cancel a Document

Cancels a document.

eversign

Create a Document

Creates a document.

eversign

Create a Template

Creates a template.

eversign

Delete a Document

Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.

eversign

Download a Final Document

Downloads a final pdf.

eversign

Download an Original Document

Downloads an original pdf.

eversign

Get a Document

Returns a document.

eversign

Get a Template

Returns a template.

eversign

Make an API Call

Performs an arbitrary authorized API call.

eversign

Send a Reminder

Sends a reminder. A reminder can be sent on a per-signer basis only.

eversign

Upload a File

Uploads a file.

eversign

Use a Template

Creates a document from a selected template.

EngageBay

Add a Contact to a Form

Adds contact to a form.

EngageBay

Add a Contact to a Sequence

Adds a contact to a sequence.

EngageBay

Add Tags to Contact

Adds one or more tags to contact.

EngageBay

Create a Company

Creates a company.

EngageBay

Create a Contact

Creates a contact.

EngageBay

Create a Deal

Creates a deal.

EngageBay

Create a Task

Creates a task.

EngageBay

Create a Track

Creates new track.

EngageBay

Delete a Company

Deletes a company.

EngageBay

Delete a Contact

Deletes single contact from account.

EngageBay

Delete a Deal

Deletes a deal.

EngageBay

Delete a Task

Deletes a task.

EngageBay

Delete a Track

Deletes a track.

EngageBay

Delete Tags From a Contact

Removes one or more tags from contact.

EngageBay

Get a Company

Gets a company.

EngageBay

Get a Contact

Gets contact by ID.

EngageBay

Get a Deal

Gets single deal.

EngageBay

Get a Task

Gets a task.

EngageBay

Get a Track

Gets a track by ID.

EngageBay

Make an API Call

Performs an arbitrary authorized API call.

EngageBay

Update a Company

Updates a company.

EngageBay

Update a Contact

Updates contact info.

EngageBay

Update a Task

Updates a task.

EngageBay

Update a Track

Updates a track.

Searches

eversign

List Businesses

Lists existing businesses on your account.

eversign

List Documents

Lists documents.

eversign

List Templates

Lists templates.

EngageBay

List Companies

Lists all companies.

EngageBay

List Contacts

Gets list of all contacts.

EngageBay

List Deals

Lists deals by track or from default track.

EngageBay

List Owners

Gets list of all owners.

EngageBay

List Tasks

Lists all tasks.

EngageBay

List Tracks

Gets list of all tracks.

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