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Oksign

oksign

Sign online contracts, purchase orders, forms, you name it. Simple and legal.

Acciones
17
Triggers
0
Autenticación
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (17)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Remove BriefcaseOKSIGN_BRIEFCASE_REMOVEAcción

Tool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was created.

Parámetros de entrada

  • docidstringObligatorio

    The briefcase token received when creating a briefcase via the Briefcase.create service. This uniquely identifies the briefcase to be removed.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve Briefcase InformationOKSIGN_BRIEFCASE_RETRIEVEAcción

Tool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.

Parámetros de entrada

  • docidstringObligatorio

    The briefcase token received when creating a briefcase via the Briefcase.create service. This uniquely identifies the briefcase to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove ContactsOKSIGN_CONTACTS_REMOVEAcción

Tool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.

Parámetros de entrada

  • contactsobject[]Obligatorio

    List of contact objects to remove. Each contact must have a name and email field.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve ContactsOKSIGN_CONTACTS_RETRIEVEAcción

Tool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Upload ContactsOKSIGN_CONTACTS_UPLOADAcción

Tool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company, or identifier.

Parámetros de entrada

  • contactsobject[]Obligatorio

    List of contact objects to insert or update in the account's contact list. Each contact can have name, email, phone, mobile, address, company, and id fields (all optional).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve Account CreditsOKSIGN_CREDITS_RETRIEVEAcción

Tool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Check Document ExistsOKSIGN_DOCUMENT_EXISTSAcción

Tool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.

Parámetros de entrada

  • doc_idstringObligatorio

    The document ID to check if it exists on OKSign platform. Example: '670816-483B7F54-8591-DDF9-FA77-9042AED3E8FD'

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove DocumentOKSIGN_DOCUMENT_REMOVEAcción

Tool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing while platform processes notifications, service may return FAILED status with retry message.

Parámetros de entrada

  • doc_idstringObligatorio

    The document identifier received from Document.upload. This is the unique identifier for the document to be removed.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Upload DocumentOKSIGN_DOCUMENT_UPLOADAcción

Tool to upload a PDF or Word document to OKSign platform for completion and/or signing. Use when you need to add a new document that requires signatures. Maximum file size is 10 MB. Supported formats: PDF, DOC, DOCX.

Parámetros de entrada

  • documentobjectObligatorio

    Document file to upload (PDF or Word). FileUploadable object where 'name' is the filename to use in OKSign, e.g., 'contract.pdf' or 'agreement.docx'.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Editor Express SessionOKSIGN_EDITOREXPRESS_CREATEAcción

Tool to invoke the OKSign Editor Express for modifying documents and form descriptors. Use when you need to open documents in an interactive editor where users can add signature fields, form fields, and configure signing workflows. The editor URL returned can be embedded or redirected to within your application.

Parámetros de entrada

  • liststring[]Obligatorio

    Array of document IDs to load in the editor for modification. Each ID should be a valid OKSign document identifier.

  • show_me_signerboolean

    Show current user as a signer option in the editor. Set to true to include yourself as a signer.

  • show_teammembersboolean

    Display team members in the editor interface. Set to true to show team members as options.

  • show_signing_optionsboolean

    Display signing method options in the editor. Set to true to show available signing methods.

  • show_anonymous_signersboolean

    Display anonymous signers as options in the editor. Set to true to enable anonymous signer selection.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Upload Form DescriptorOKSIGN_FORMDESC_UPLOADAcción

Tool to upload form descriptor defining signature fields and other field types to a document. Use when you need to add form fields, signature areas, and configure signing workflows for a document.

Parámetros de entrada

  • logostring

    URL of logo displayed during signing

  • docidstringObligatorio

    Document ID from Document.upload service (passed in x-oksign-docid header)

  • fieldsobject[]Obligatorio

    Array of field objects defining form inputs and signature fields

  • assigntostring

    Email of assigned user in account

  • filenamestring

    Document filename (supports non-ASCII characters)

  • reusablebooleanObligatorio

    Whether multiple copies of this document can be signed

  • signersinfoobject[]Obligatorio

    Array of signer information objects

  • sendtomeonlyboolean

    Send signed document only to account's email

  • notificationsobject

    Email and SMS notification configuration.

  • sendtomeemailstring

    Alternative email for signed document

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Active DocumentsOKSIGN_GET_ACTIVE_DOCUMENTSAcción

Tool to retrieve all active document IDs and properties from OKsign account. Use when you need to list documents visible in the Active Documents tab. Note: Rate limited to 1 request per 3 minutes.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve Linked Document ListOKSIGN_LINKED_LIST_RETRIEVEAcción

Tool to retrieve the list of linked signed or source document IDs related to a specific document. Use when you need to find linked documents (either the signed version of a source document, or the source of a signed document).

Parámetros de entrada

  • doc_idstringObligatorio

    The document ID to retrieve linked document IDs for (source or signed document). Example: '504054-8D73D624-8EC5-EA1C-B932-8ACB7EF25585'

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Upload NotificationsOKSIGN_NOTIFICATIONS_UPLOADAcción

Tool to upload notifications defining email(s) and/or SMS(es) to be sent to signer(s) with signing links. Use when you need to send notification emails or SMS messages to document signers.

Parámetros de entrada

  • signersinfoobject[]

    List of signers receiving notifications; if omitted, all signers receive them.

  • notificationsobjectObligatorio

    Notification configurations containing smtp and/or sms properties. At least one must be provided.

  • x-oksign-docidstringObligatorio

    Document or briefcase token from Document.upload or Briefcase.create. This will be sent as a header.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Organization Token InfoOKSIGN_ORG_TOKEN_INFO_UPDATEAcción

Tool to update organizational token information and settings for the account. Use when you need to configure or modify callback URL, webhook URL, or return URL for the organization's token.

Parámetros de entrada

  • returnurlstring

    Return URL to be linked to the organizational token. Users will be redirected to this URL after completing actions.

  • webhookurlstring

    Webhook URL to be linked to the organizational token. This URL will receive webhook notifications.

  • callbackurlstring

    Callback URL to be linked to the organizational token. This URL will be called when specific events occur.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Remove SignExpress TokenOKSIGN_SIGNEXPRESS_REMOVEAcción

Tool to remove a previously uploaded SignExpress tokeninfo JSONObject from the OKSign platform. Use when you need to clean up or invalidate a SignExpress token that was created for sign button integration.

Parámetros de entrada

  • x-oksign-tokenstringObligatorio

    Valid token received from SignExpress.create endpoint. Format: 123456-12345678-1234-1234-1234-123456789012

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve UsersOKSIGN_USERS_RETRIEVEAcción

Tool to retrieve the list of users associated with the OkSign account. Use when you need to get all users in an account.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not