Integrations / Signatures
Connect eSignatures to WhatsApp: templates by chat
Flann is an AI agent your business talks to on WhatsApp. Connect eSignatures once, then ask Flann to look things up in it or get work done in it, by text or voice note. Your price list, your stock sheet and your signed agreements probably all sit in eSignatures. With Flann connected, a voice note can add a row, update a price or pull a total from them. Look-ups happen straight away.
28 actions in eSignatures. 9 only look things up, and 19 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in eSignatures
Send any of these on WhatsApp, in your own words. Flann finds the right eSignatures action and fills in the details from the conversation.
“Look up the contract in eSignatures.”
“Look up the template in eSignatures.”
“Look up the contract content in eSignatures.”
“Create a contract draft in eSignatures.”
“Send a draft contract from eSignatures.”
“Create a template in eSignatures.”
What Flann can work with in eSignatures
eSignatures gives Flann 28 actions across 9 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | createdeleteduplicatelook upupdate | 6 |
| Contract signers | adddeleteupdate | 4 |
| Template collaborators | addinvitelook updelete | 4 |
| Contract contents | look upupdate | 2 |
| Template contents | look upupdate | 2 |
There are three ways to get templates work done in eSignatures. Side by side:
| Compare | In eSignatures yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on eSignaturesYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about templates | Filters and searches you run yourself | Only the look-ups someone built | 9 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 19 changes, made from a message |
| eSignatures records | All of them, one screen at a time | Only the ones you wire up | 9 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your eSignatures API key, once |
YesPartlyNo
Step by step: eSignatures jobs you can hand to Flann
Each step below names the eSignatures action Flann actually runs.
Create a template from a voice note
- You message Flann on WhatsApp: “Create a template in eSignatures with these details.”
- Flann runs
List Templatesin eSignatures and shows you what it found. - Flann runs
Create Templatein eSignatures. - Flann creates it in eSignatures and confirms in the chat.
Clean up template collaborators you no longer need
- You message Flann on WhatsApp: “Which template collaborators in eSignatures are out of date? Remove the ones I confirm.”
- Flann runs
List Template Collaboratorsin eSignatures and shows you what it found. - Flann runs
Remove Template Collaboratorin eSignatures. - Each removal is confirmed in the chat.
Get answers about your contracts
- You message Flann on WhatsApp: “What is the latest on our contracts in eSignatures?”
- Flann runs
Get Contractin eSignatures and shows you what it found. - Nothing in eSignatures is changed: these are look-ups, so they run straight away.
Repetitive eSignatures work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Turning supplier invoices into a list
Today
Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into eSignatures before anything can be paid.
With Flann
“Read this week’s supplier invoices in eSignatures and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through eSignatures and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.
What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.
Filling in the same template again
Today
Quotes, welcome letters and job sheets all start from the same template in eSignatures. You copy it, rename it and retype the details every time, and an old customer’s name sometimes slips through.
With Flann
“Make a welcome pack for Sarah Okafor from the new member template in eSignatures.”
A fresh copy of your template in eSignatures is filled with the name, start date and membership details you gave, and checked for anything left over from the last person. You see the finished document before it is saved.
What you stop doing: Retyping a customer’s details into a copied template is a thing of the past.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to eSignatures
- In Flann, go to Connectors and find eSignatures.
- Paste your eSignatures API key into the secure form Flann opens. You will find the key in your eSignatures account settings.
- From then on, message Flann on WhatsApp. It works in eSignatures whenever a request needs it.
Look-ups run as soon as you ask and change nothing in eSignatures. You can disconnect eSignatures from Connectors at any time.
Ways to use eSignatures with Flann
Summarise before you read
Ask what a long document says. Flann reads it in eSignatures and gives you the points that matter.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in eSignatures so you can send it on.
Find it without searching
Ask for last month’s price list or the signed agreement. Flann searches eSignatures and brings it into the chat.
Everything Flann can do in eSignatures
The full list of eSignatures actions available to Flann once you connect it.
Looks up 9
- Get Contract
- Get Contract Content
- Get Contract Placeholder Fields
- Get Template
- Get Template Content
- List Template Collaborators
- List Templates
- Preview Contract Content Update
- Preview Template Content Update
Changes 19
- Add Contract Signer
- Add Contract Signers
- Add Template Collaborator
- Create and Send Contract
- Create Contract Draft
- Create Template
- Delete Contract Signer
- Delete Template
- Duplicate Template
- Invite Template Collaborator
- Remove Template Collaborator
- Resend Sign Request
- Send Draft Contract
- Update Contract Content
- Update Contract Placeholder Fields
- Update Contract Signer
- Update Template
- Update Template Content
- Withdraw Contract
More Signatures apps Flann works with
Google Docs
Google SlidesCommon questions
What can Flann do with templates in eSignatures?
Flann can create, delete, duplicate, look up and update templates in eSignatures, using 6 actions (Create Template, Delete Template, Duplicate Template, Get Template and more). Looking up runs straight away and changes nothing. The other actions create or change templates in eSignatures.
What can Flann do with contract signers in eSignatures?
Flann can add, delete and update contract signers in eSignatures, using 4 actions (Add Contract Signer, Add Contract Signers, Delete Contract Signer, Update Contract Signer). Each one changes something in eSignatures.
How does Flann connect to eSignatures?
Open Connectors in Flann, choose eSignatures and paste your eSignatures API key into a secure form. You will find the key in your eSignatures account settings. Once it is connected, Flann can use 28 actions in eSignatures.
Can I use eSignatures from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in eSignatures for you. You do not need to open eSignatures.
Which Flann plan do I need for eSignatures?
Any of them. Every Flann plan includes eSignatures and every other app.