Select Trigger and Action

Supported Triggers & Actions

CRM Contact Created


Trigger

CRM Contact Updated


Trigger

Document Completed


Trigger

Document Created


Trigger

Document Updated


Trigger

Delete Vectors


Action

Describe Import


Action

Describe Index


Action

Fetch Vectors


Action

Generate Vectors


Action

Get Index Stats


Action

List Imports


Action

List Indexes


Action

List Vector IDs


Action

Rerank Results


Action

Search With Text


Action

Search With Vector


Action

Start Import


Action

Update Vector


Action

Upsert Text


Action

Upsert Vectors


Action

Cancel Invite to Sign


Action

Create CRM Contact


Action

Create Folder


Action

Create User


Action

Delete CRM Contact


Action

Delete Document


Action

Download Document


Action

Download Document Attachment


Action

Edit Document


Action

Get All Folders


Action

Get CRM Contact


Action

Get Document


Action

Get Document Download Link


Action

Get Document History


Action

Get Fields Data from Completed Document


Action

Get List of CRM Contacts


Action

Get User


Action

Invite to Sign


Action

Invite to Sign via SMS


Action

Move Document


Action

Resend Invite to Sign Email


Action

Send Invite with Payment Request


Action

Update CRM Contact


Action

Update User


Action

Upload Document


Action

CRM Contact Created


Trigger

CRM Contact Updated


Trigger

Document Completed


Trigger

Document Created


Trigger

Document Updated


Trigger

Delete Vectors


Action

Describe Import


Action

Describe Index


Action

Fetch Vectors


Action

Generate Vectors


Action

Get Index Stats


Action

List Imports


Action

List Indexes


Action

List Vector IDs


Action

Rerank Results


Action

Search With Text


Action

Search With Vector


Action

Start Import


Action

Update Vector


Action

Upsert Text


Action

Upsert Vectors


Action

Cancel Invite to Sign


Action

Create CRM Contact


Action

Create Folder


Action

Create User


Action

Delete CRM Contact


Action

Delete Document


Action

Download Document


Action

Download Document Attachment


Action

Edit Document


Action

Get All Folders


Action

Get CRM Contact


Action

Get Document


Action

Get Document Download Link


Action

Get Document History


Action

Get Fields Data from Completed Document


Action

Get List of CRM Contacts


Action

Get User


Action

Invite to Sign


Action

Invite to Sign via SMS


Action

Move Document


Action

Resend Invite to Sign Email


Action

Send Invite with Payment Request


Action

Update CRM Contact


Action

Update User


Action

Upload Document


Action

Request An Integration