Clicksign Integration for AI Agents
Clicksign is a Brazilian e-signature platform. Companies use it to sign contracts, amendments, terms and HR documents with legal validity. The agent uses the public Clicksign API to create envelopes, add signers and track signatures. Sending contracts follows the approval your company has defined.
What AI agents do with Clicksign
Contract generated from the CRM
When a deal is won, the agent fills in the contract template with data from the CRM and creates the envelope on Clicksign. Legal approves before sending if the value is above the approval limit.
Reminder for those who have not signed
The agent tracks pending envelopes and reminds signers by email or WhatsApp. The sales rep knows when only one signature is missing.
Employee onboarding
In the hiring process, the agent generates the contract and terms, sends them to the new employee to sign and tells HR when everything is complete.
Filing and deadlines
Once the document is signed, the agent saves the copy in Drive in the customer's folder and records the term and renewal dates so it can alert you before expiry.
Connect Clicksign once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Clicksign, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Clicksign and what it cost, all on record.
Ready-made AI teams that use Clicksign
Often used together with Clicksign
Questions about Clicksign and AI agents
Does iTeam integrate with Clicksign?
Yes. iTeam connects through the public Clicksign API, using the token of your company's account.
Can the agent send a contract without review?
Only in the cases you enable. Contracts outside the template or above a set value go through human approval, and every send is recorded in the audit trail.
Is the signature still valid?
Yes. The signing happens on Clicksign itself. The agent only prepares, sends and tracks.
