Add Eversign to your AI agent
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.
- Things your agent can do in Eversign
- 10
Things your AI can do in Eversign
Your FormWise AI can handle any of these in Eversign — on its own, without you needing to click a button.
Create Document
PopularCreates 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 template_id) 2. From uploaded files (provide file URLs, base64 content, or file IDs in the files array) Documents can be sent immediately to signers or saved as drafts. Use sandbox mode for testing. Returns the document_hash which can be used to track and manage the document.
Create Template
PopularTool to create a new template. Use when you need to programmatically set up reusable document templates after confirming your business settings.
Get Bulk Job Status
PopularTool 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.
List Documents
PopularRetrieves 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 type, date range, search terms, or signer email. Perfect for monitoring document workflows, tracking signing progress, and building document dashboards.
List Templates
PopularTool to list templates for a business with optional pagination. Use when you need to retrieve a paginated list of templates.
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 events, signer actions, and status changes.
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 draft or cancelled document: Use without cancel or trash flags Note: Draft and completed documents must be trashed before permanent deletion. Pending documents must be cancelled before deletion.
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.
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 whether it's the primary business. Use this action when you need to discover available businesses before performing operations that require a business context, or to verify business access permissions.
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 alice@example.com on document abc123 to bob@example.com".
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Eversign is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Eversign, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Eversign for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Eversign work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Eversign to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Eversign in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Eversign.
- 3
Hit "Connect"
Click "Connect Eversign" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Eversign
Build a quick AI Agent (it's like writing instructions, not code), and pick the Eversign actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Eversign for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Eversign workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Eversign users had before signing up
Do I need to know how to code?
Not even a little. If you can use Eversign today, you can set this up. You'll connect Eversign, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Eversign login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Eversign or delete everything any time.
What happens when Eversign updates their app?
We handle it. When Eversign adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Eversign takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Eversign — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Eversign on FormWise
Xodo Sign is a cloud-based digital signature solution that allows users to sign, send, and manage documents online.
Connect Eversign once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Eversign work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Eversign? Take a look at eversign.com.
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Stop doing the Eversign work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.