Signrequest integration
Use Signrequest in Zoft workflows, voice agents, chat agents and AI employees. Use Signrequest from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 2 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Signrequest
Send signrequest - AndCustom API Call
Zoft + Signrequest
What Zoft can do with Signrequest.
- 01Voice agentsA phone agent can use Signrequest actions such as Send signrequest and Custom API Call during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Signrequest while it talks to the customer.
- 03WorkflowsUse Signrequest as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Signrequest actions on its own, and ask for your approval before it sends or changes anything important.
Actions 2
Things Zoft can do in Signrequest.
- Custom API CallMake a custom API call to a specific endpoint
- Send signrequestCreate a SignRequest via the Signrequest API
Setup
Connect Signrequest in three steps.
- 01ConnectChoose Signrequest in Connections and paste an API key from your Signrequest account.
- 02Put it to workAdd Signrequest as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Signrequest on Zoft, answered.
What can Zoft do with Signrequest?
Zoft supports 2 actions for Signrequest. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Signrequest to Zoft?
Choose Signrequest in Connections and paste an API key from your Signrequest account.
Can a voice agent or chat agent use Signrequest?
Yes. Once Signrequest is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Signrequest without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.