Integration · Legal
AI agents for Digio
Get documents signed and recurring payments authorized in India with Digio.
- Actions
- 6
- Read
- 2
- Write
- 4
Actions
What your agents can do in Digio
Get documents signed and recurring payments authorized in India with Digio: send a PDF for Aadhaar eSign, DSC or electronic signature and get each signer's link, track and cancel sign requests, and create, read and cancel eNACH debit mandates that a customer authorizes from their bank. Uses your production Digio account.
Read 2
Look things up. Nothing changes.
Get a sign request
Reads a document's signing state: agreement_status (requested, completed, expired, failed) and each signing party's status, signature type, expiry and signing link.
Get a mandate
Reads an eNACH mandate: its state (like awaiting authentication, register_success or register_failed), umrn once registered with NPCI, the customer's bank details, amounts.
Write 4
Create, change or send.
Send a PDF for signing
Uploads a PDF (base64) and asks one or more people to sign it, each by email address or 10-digit mobile number, with Aadhaar eSign (the default), electronic signature or DSC.
Cancel a sign requestDeletes data
Cancels a document's pending signatures, so its links stop working.
Create an eNACH mandate request
Creates a request for a customer to authorize recurring (or one-time) debits from their bank account through NACH, for your corporate profile (its ID is on the Digio dashboard).
Cancel a mandateDeletes data
Cancels a registered eNACH mandate with NPCI, so no further debits can be raised on it.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Digio account.
What you enter
- Client ID
- Client Secret
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Digio data
Ask a question in plain words. The agent can get a sign request or get a mandate in Digio, then answers with what it found.
- 02
Let an agent update Digio
Have the agent send a PDF for signing or create an eNACH mandate request in Digio as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Digio and Slack: it can get a sign request in Digio and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
FAQ
Digio and MyDeepAgents
Can MyDeepAgents connect to Digio?
Yes. The Digio connector has 6 actions: 2 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Digio?
Enter the API credentials from your Digio account. You'll need: Client ID and Client Secret. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Digio without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs, and the 2 that delete data ask first by default.
Can I use Digio in workflows as well as agents?
Yes. Every Digio action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Digio to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.