Launch AI outreach when contracts are signed
When a document is completed in Esabora, automatically run an agent in Agents to kick off client onboarding.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Esabora Explore Esabora →
TriggersFires when a new note or document is created in Esabora.
Fires when an existing note or document changes in Esabora.
Fires when a document in Esabora is sent out for signature.
Generates a new document in Esabora from a saved template.
Creates a note in Esabora or adds text to an existing one.
Converts a file in Esabora to PDF.
Sends a document from Esabora out for signature.
Agents Explore Agents →
TriggersFires when an Agents agent finishes a task or run.
Fires when an Agents agent finishes a call or conversation.
Fires when an Agents agent marks a lead qualified.
Triggers an Agents agent or tool with a set of inputs.
Has an Agents agent place an outbound call.
Adds a lead to an outreach campaign in Agents.
More Esabora + Agents workflows
Append AI conversation summaries to meeting notes
When an AI conversation finishes in Agents, automatically append key takeaways and summary notes directly into a designated document in Esabora.
See details
Send client contracts upon lead qualification
When a lead is qualified by an agent in Agents, automatically build an agreement from template in Esabora and send it for signature.
See details
See all Esabora + Agents integrations → · Browse the full workflow library →
Common questions
Can Knit build “Launch AI outreach when contracts are signed” between Esabora and Agents?
Yes — describe it in the box above and Knit's Integrations Agent researches Esabora and Agents's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
What is the main advantage of integrating Agents with Esabora?
It eliminates manual note-taking and administrative work by automatically documenting AI interactions and launching workflow steps based on document status changes.
Can signed agreements in Esabora start AI conversations?
Yes, when a document is signed in Esabora, an automated agent in Agents can immediately start an outbound call or launch a follow-up outreach workflow.