Conecto E-signature

• esign_send — Send a PDF from the file store to up to 10 people to sign. A person's own document reaches the store through files_upload_link's page_url; a new one is written
• esign_get — Where a signature request stands: each signer's status (waiting, to sign, opened, signed, declined), and once everyone has signed, the signed PDF with its downl
• esign_list — Signature requests, newest first, optionally only those with one status. Free.
• esign_signing_link — The signing link of one signer, to hand over yourself (in a chat, say). Anyone with the link can sign as that person, so give it only to them. A key that only r
• esign_remind — Email everyone who still has to sign a reminder with their link. At most once a day per request. Costs $0.02 per call; nothing if it fails.
• esign_cancel — Stop a request before everyone has signed. Signers who were asked get a short email saying nothing is needed any more; their links stop working. Free.
• esign_save_template — Save a PDF from the file store once, with its fields placed per signer role (page, x, y, width and height in percent of the page, as in esign_send), so contract
• esign_list_templates — The saved templates: their names, titles, roles and fields. Free.
• esign_send_template — Send a saved template to new signers, one per role in the template's order: signers for one request, or sets for up to 50 at once (one request each, e.g. the sa
• esign_delete_template — Delete a saved template. Requests already sent from it are not touched. Free.
• account_balance — The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are h
• account_get_call — One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.
• account_list_calls — Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.
• account_refund_topup — Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the c
• account_set_owner_email — When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings an
• account_owner_link — A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rent
• account_dashboard_link — A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the ap
• account_get_limits — The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and th
• account_request_limit — Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews
• account_events — What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goal
• account_emit_event — Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its
• account_search — One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and
• account_get_brand — The name, logo, colour and footer line the business's emails and published pages carry. Free.
• account_set_brand — The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every em
• account_list_email_templates — Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with wh
• account_set_email_template — Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). Th
• account_export_all — Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, w
• account_audit_log — The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads an
• account_save_team — A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its are
• account_list_teams — The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this peri
• account_pause_team — Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a
• account_assign_team — Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens
• account_add_approval_rule — Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whos
• account_list_approval_rules — The tools that wait for a person's approval, with their thresholds and approvers. Free.
• account_find_person — Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls
• account_export_person — Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those recor
• account_erase_person — Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, c
• account_data_locations — Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the

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