Integrations

Supercharge SignerX with Relevance AI

SignerX is an integration platform that facilitates efficient document signing and management through a robust API. With Relevance AI, you can elevate these workflows by leveraging AI Agents to automate tasks and enhance decision-making.

Give your AI Agents SignerX Superpowers

SignerX streamlines document signing and management through a powerful API. Relevance AI amplifies this by enabling intelligent AI Agents to automate and optimize your signing processes.

Intelligent Document Orchestration

AI Agent automatically classifies, routes, and tracks document signatures across complex enterprise workflows

Workflow Acceleration

AI Agent reduces document processing time by 80% through predictive routing and automated signature placement

Compliance Precision

Agent ensures 100% adherence to regulatory requirements through automated validation and audit trail generation

Tools

Equip AI Agents with the SignerX Tools they need

Relevance AI integrates seamlessly with SignerX to enhance your document signing workflows.

SignerX - Send Template Signatures
Sends signature requests to recipients for predefined document templates, allowing automated collection of electronic signatures with specified recipient details
SignerX - Upload Package
Uploads document packages to SignerX platform, supporting both direct file uploads and URL-based file imports with custom naming
Name
SignerX API Call
Description
Make an authorized request to a SignerX API
Parameters
["OAuth account authentication", "HTTP method selection (GET, POST, PUT, DELETE, PATCH)", "Custom request headers", "Request body configuration", "API path customization"]
Use Case
A legal firm automates their document signing workflow by using SignerX API calls to programmatically send contracts for signature and retrieve real-time status updates, reducing manual tracking and accelerating their contract completion process.

Security & Reliability

The SignerX integration utilizes a powerful API to streamline document signing and management workflows, ensuring that only authorized applications can access your signing processes. With secure OAuth-based authentication, Relevance AI manages API operations (like uploading documents, sending signature requests, and checking package statuses) in the background—eliminating concerns about errors, formatting, or limits.

Automated workflows and template-based signature requests enhance efficiency, while built-in validation and error handling ensure that your integration runs smoothly, even when dealing with varying data formats.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the SignerX + Relevance AI integration without writing code:
  • Start with a clear document structure: Use consistent naming conventions and formats for your documents to streamline the signing process.
  • Utilize templates: Create reusable signing templates in SignerX to simplify the signature request process for frequently used documents.
  • Connect securely: Ensure you use valid OAuth credentials and permissions during setup to maintain secure access to your SignerX account.
  • Test with sample data: Conduct tests with sample documents and signature requests to identify any issues before deploying to production.
  • Monitor API usage: Implement logging and error handling to track API calls and manage rate limits effectively.