Team
Shared credential for production and unattended runs.
Connect Eversign with Hookshot™ and your stack
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.
Tools and triggers
What Agents can do in Eversign
Available tools and events after Eversign is connected.
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Create Document
Creates a new Eversign document for electronic signature collection from one or more signers. You can create documents either: 1. From a template (use EVERSIGN_LIST_TEMPLATES to find available templates, then specify…
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Create Template
Tool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.
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Delete Document or Template
Tool to delete, cancel, or trash a document or template by its hash. Usage: - To cancel a pending/in-process document: Set cancel=True - To trash a document (safer, reversible): Set trash=True - To permanently delete a…
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Get Bulk Job Status
Tool to retrieve the status of a bulk job. Use when you need to check the progress of a bulk sending job, including counts of completed, cancelled, and in-progress documents.
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Get Bulk Jobs List
Tool to retrieve a list of bulk jobs for a business. Use when you need to view or paginate existing bulk jobs.
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Get Document Audit Log
Retrieves the complete audit trail for a document, showing all events from creation through completion. Use this after obtaining a document_hash from list_documents or create_document to track document lifecycle…
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List Businesses
Retrieves all businesses associated with your Eversign account, or filters to a specific business if business_id is provided. This is a read-only operation that returns business details including ID, name, status, and…
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List Documents
Retrieves a paginated list of documents from your Eversign business account. This tool returns comprehensive document details including signers, status, timestamps, and metadata. Use filters to narrow results by status…
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List Templates
Tool to list templates for a business with optional pagination. Use when you need to retrieve a paginated list of templates.
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Reassign Signer
Tool to reassign a signer to a new person. Use when you need to replace an existing signer on a document before signing is complete. Example: "Reassign the signer [email protected] on document abc123 to [email protected]".
Setup
Connect Eversign in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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