Integrations / Signatures
Connect Oksign to WhatsApp: contacts and documents by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Oksign once, then ask Flann to look things up in it or get work done in it, by text or voice note. Your files and documents are in Oksign. Flann finds them, reads them and prepares new ones from WhatsApp.
17 actions in Oksign. 7 only look things up, and 10 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Oksign
Send any of these on WhatsApp, in your own words. Flann finds the right Oksign action and fills in the details from the conversation.
“Show me my contacts in Oksign.”
“Check document exists in Oksign.”
“Show me my account credits in Oksign.”
“Upload contacts in Oksign.”
“Upload a document in Oksign.”
“Upload a form descriptor in Oksign.”
What Flann can work with in Oksign
Oksign gives Flann 17 actions across 11 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | deletelook upupload | 3 |
| Documents | deleteupload | 2 |
| Briefcases | deletelook up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Oksign.
| Compare | In Oksign yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on OksignYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about contacts | By hand, screen by screen | Only the look-ups someone built | 7 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 10 changes, made from a message |
| Oksign records | All of them, one screen at a time | Only the ones you wire up | 11 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Oksign API key, once |
YesPartlyNo
Step by step: Oksign jobs you can hand to Flann
Each step below names the Oksign action Flann actually runs.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Oksign with these details.”
- Flann runs
Retrieve Contactsin Oksign and shows you what it found. - Flann runs
Remove Contactsin Oksign. - Flann creates it in Oksign and confirms in the chat.
Clean up briefcases you no longer need
- You message Flann on WhatsApp: “Which briefcases in Oksign are out of date? Remove the ones I confirm.”
- Flann runs
Retrieve Briefcase Informationin Oksign and shows you what it found. - Flann runs
Remove Briefcasein Oksign. - Each removal is confirmed in the chat.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Oksign?”
- Flann runs
Retrieve Usersin Oksign and shows you what it found. - Nothing in Oksign is changed: these are look-ups, so they run straight away.
Repetitive Oksign 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.
Chasing the unsigned agreements
Today
Every week a few agreements sit unsigned in Oksign. Working out who has not signed, and writing a polite nudge to each person, quietly eats the end of your Friday afternoon.
With Flann
“Which agreements in Oksign are still waiting for a signature?”
Open envelopes in Oksign come back as one list: who each is waiting on and how long it has been out. A short reminder is drafted for each signer, in the tone you use with customers and suppliers, and checked against what was already sent so nobody is nagged twice in a week.
What you stop doing: Keeping a mental list of who still owes you a signature stops being your job.
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 Oksign before anything can be paid.
With Flann
“Read this week’s supplier invoices in Oksign and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Oksign 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Oksign
- In Flann, go to Connectors and find Oksign.
- Paste your Oksign API key into the secure form Flann opens. You will find the key in your Oksign account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Oksign action itself.
Look-ups run as soon as you ask and change nothing in Oksign. You can disconnect Oksign from Connectors at any time.
Ways to use Oksign with Flann
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Oksign so you can send it on.
Summarise before you read
Ask what a long document says. Flann reads it in Oksign and gives you the points that matter.
Start a document by voice
Send Flann the gist in a voice note. It prepares the document in Oksign for you to check.
Everything Flann can do in Oksign
The full list of Oksign actions available to Flann once you connect it.
Looks up 7
- Check Document Exists
- Get Active Documents
- Retrieve Account Credits
- Retrieve Briefcase Information
- Retrieve Contacts
- Retrieve Users
- Retrieve Linked Document List
Changes 10
- Create Editor Express Session
- Remove Briefcase
- Remove Contacts
- Remove Document
- Upload Contacts
- Upload Document
- Upload Form Descriptor
- Upload Notifications
- Remove SignExpress Token
- Update Organization Token Info
More Signatures apps Flann works with
NanonetsCommon questions
What can Flann do with contacts in Oksign?
Flann can delete, look up and upload contacts in Oksign, using 3 actions (Remove Contacts, Retrieve Contacts, Upload Contacts). Looking up runs straight away and changes nothing. The other actions create or change contacts in Oksign.
What can Flann do with documents in Oksign?
Flann can delete and upload documents in Oksign, using 2 actions (Remove Document, Upload Document). Each one changes something in Oksign.
How does Flann connect to Oksign?
Open Connectors in Flann, choose Oksign and paste your Oksign API key into a secure form. You will find the key in your Oksign account settings. Once it is connected, Flann can use 17 actions in Oksign.
Can I use Oksign from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Oksign for you. You do not need to open Oksign.
Which Flann plan do I need for Oksign?
Any of them. Every Flann plan includes Oksign and every other app.