ZapSign integration: AI agents that send and track e-signatures
ZapSign is a Brazilian electronic signature platform, with signing by link or WhatsApp and identity validation. Companies use it for sales contracts, hiring paperwork, terms and proposals. This page is for companies that sign documents in Brazil. The agent creates documents from templates, sends them for signature and tracks their status through the public ZapSign API, which iTeam's HTTP tool learns by reading the API documentation.
What AI agents do with ZapSign
Contract created when the deal is won
When a deal is marked as won, the agent fills the contract template in ZapSign with the legal name, values and terms from the CRM and sends it to the signers. Non-standard clauses go to the legal team first.
Reminder for people who have not signed
The agent tracks pending documents and reminds the signer on the agreed channel once the deadline passes. The salesperson knows exactly who still has to sign.
Paperless hiring
When someone is hired, the agent sends the employment contract and terms to the new employee, using data from HR. Once signed, the document goes to the employee's folder.
Filing and contract term
With the document signed, the agent saves the PDF in the customer's folder and records the start and end dates in the contract tracker. Renewals reach the owner well in advance.
Connect ZapSign 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 ZapSign, 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 ZapSign and what it cost, all on record.
Ready-made AI teams for this work
Management reporting team
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Procurement and quotes team
Requests go out to suppliers, quotes come back into one table, and the approver sees price, terms and past orders before saying yes.
Logistics and deliveries team
Routes, drivers and delivery status in one place, with customers told about delays before they have to ask.
Often used together with ZapSign
Questions about ZapSign and AI agents
Does iTeam integrate with ZapSign?
Yes. iTeam connects through the public ZapSign API with the token of your account.
Can the agent sign on behalf of the company?
No. It prepares and sends documents. The signature stays with the person who has the authority to sign.
Who controls what the agent sends?
You define which templates it may use and when a send requires review. Every document it creates is recorded in the audit trail.
