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zapsign skill

/zapsign

This skill helps you automate document creation and tracking for electronic signatures using ZapSign API via curl.

npx playbooks add skill vm0-ai/vm0-skills --skill zapsign

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---
name: zapsign
description: ZapSign electronic signature API via curl. Use this skill to create documents for signature, manage signers, and track signing status.
vm0_secrets:
  - ZAPSIGN_API_TOKEN
---

# ZapSign

Use ZapSign via direct `curl` calls to **create and manage electronic signatures** with legal validity.

> Official docs: `https://docs.zapsign.com.br/english`

---

## When to Use

Use this skill when you need to:

- **Create documents** for electronic signature (PDF, DOCX, or Markdown)
- **Add signers** to documents with various authentication methods
- **Track signing status** and get signed documents
- **Send automatic notifications** via email or WhatsApp
- **Collect biometric verification** (selfie, document photo, facial recognition)

---

## Prerequisites

1. Sign up at [ZapSign](https://app.zapsign.com.br/) (Production) or [Sandbox](https://sandbox.app.zapsign.com.br/)
2. Go to Settings > Integrations > ZAPSIGN API
3. Copy your API token

```bash
export ZAPSIGN_API_TOKEN="your-api-token"
```

### Environments

| Environment | API Endpoint | Legal Validity |
|-------------|--------------|----------------|
| Sandbox | `https://sandbox.api.zapsign.com.br` | No |
| Production | `https://api.zapsign.com.br` | Yes |

### Pricing

- Sandbox: Free for testing (no legal validity)
- Production: Requires API plan, pay per document

---


> **Important:** When using `$VAR` in a command that pipes to another command, wrap the command containing `$VAR` in `bash -c '...'`. Due to a Claude Code bug, environment variables are silently cleared when pipes are used directly.
> ```bash
> bash -c 'curl -s "https://api.example.com" -H "Authorization: Bearer $API_KEY"' | jq .
> ```

## How to Use

All examples use the **sandbox** environment. For production, replace `sandbox.api.zapsign.com.br` with `api.zapsign.com.br`.

---

### 1. Create Document from PDF URL

Create a document for signature from a public PDF URL:

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Employment Contract",
  "url_pdf": "https://example.com/contract.pdf",
  "lang": "en",
  "signers": [
    {
      "name": "John Doe",
      "email": "[email protected]",
      "auth_mode": "assinaturaTela",
      "send_automatic_email": true
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, sign_url: .signers[0].sign_url}'
```

---

### 2. Create Document from Base64

Create a document from base64-encoded PDF:

```bash
# First, encode your PDF to base64
BASE64_PDF=$(base64 -i document.pdf)
```

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Contract",
  "base64_pdf": "${BASE64_PDF}",
  "signers": [
    {
      "name": "Jane Smith",
      "email": "[email protected]"
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, signers}'
```

---

### 3. Create Document from Markdown

Create a document directly from Markdown text (great for AI integrations):

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Service Agreement",
  "markdown_text": "# Service Agreement\n\nThis agreement is between **Company A** and **Client B**.\n\n## Terms\n\n1. Service will be provided for 12 months\n2. Payment is due monthly\n\n---\n\nSignature: ________________",
  "signers": [
    {
      "name": "Client Name",
      "email": "[email protected]"
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, original_file}'
```

---

### 4. Create Document with Multiple Signers

Create a document with signing order:

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Multi-party Contract",
  "url_pdf": "https://example.com/contract.pdf",
  "signature_order_active": true,
  "signers": [
    {
      "name": "First Signer",
      "email": "[email protected]",
      "order_group": 1,
      "send_automatic_email": true
    },
    {
      "name": "Second Signer",
      "email": "[email protected]",
      "order_group": 2,
      "send_automatic_email": true
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, signature_order_active}'
```

---

### 5. Create Document with Expiration

Create a document with a deadline for signing:

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Limited Time Offer",
  "url_pdf": "https://example.com/offer.pdf",
  "date_limit_to_sign": "2025-12-31T23:59:59Z",
  "signers": [
    {
      "name": "Customer",
      "email": "[email protected]"
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, date_limit_to_sign}'
```

---

### 6. Get Document Details

Retrieve document status and signer information. Replace `<your-document-token>` with the actual document token:

```bash
bash -c 'curl -s -X GET "https://sandbox.api.zapsign.com.br/api/v1/docs/<your-document-token>/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}"' | jq '{name, status, original_file, signed_file, signers: [.signers[] | {name, status, signed_at}]}''
```

---

### 7. Add Signer to Existing Document

Add a new signer to an existing document. Replace `<your-document-token>` with the actual document token:

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Additional Signer",
  "email": "[email protected]",
  "auth_mode": "assinaturaTela",
  "send_automatic_email": true
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/<your-document-token>/add-signer/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, sign_url, status}'
```

---

### 8. Create Document with WhatsApp Notification

Send signing link via WhatsApp (costs credits):

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "Contract via WhatsApp",
  "url_pdf": "https://example.com/contract.pdf",
  "signers": [
    {
      "name": "Mobile User",
      "phone_country": "1",
      "phone_number": "5551234567",
      "send_automatic_whatsapp": true,
      "auth_mode": "tokenWhatsapp"
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, signers}'
```

---

### 9. Create Document with Biometric Verification

Require facial recognition during signing:

Write to `/tmp/zapsign_request.json`:

```json
{
  "name": "High Security Contract",
  "url_pdf": "https://example.com/contract.pdf",
  "signers": [
    {
      "name": "Verified Signer",
      "email": "[email protected]",
      "selfie_validation_type": "liveness-document-match",
      "require_document_photo": true
    }
  ]
}
```

Then run:

```bash
bash -c 'curl -s -X POST "https://sandbox.api.zapsign.com.br/api/v1/docs/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}" -H "Content-Type: application/json" -d @/tmp/zapsign_request.json' | jq '{token, status, signers: [.signers[] | {name, selfie_validation_type}]}''
```

---

### 10. Delete a Document

Delete a document. Replace `<your-document-token>` with the actual document token:

```bash
bash -c 'curl -s -X DELETE "https://sandbox.api.zapsign.com.br/api/v1/docs/<your-document-token>/" -H "Authorization: Bearer ${ZAPSIGN_API_TOKEN}"'
```

---

## Authentication Modes

| Mode | Description | Cost |
|------|-------------|------|
| `assinaturaTela` | On-screen signature (default) | Free |
| `tokenEmail` | Email verification token | Free |
| `assinaturaTela-tokenEmail` | Signature + email token | Free |
| `tokenSms` | SMS verification token | Free |
| `assinaturaTela-tokenSms` | Signature + SMS token | Free |
| `tokenWhatsapp` | WhatsApp verification token | $0.10 |
| `assinaturaTela-tokenWhatsapp` | Signature + WhatsApp token | $0.10 |

---

## Biometric Validation Types

| Type | Description | Cost |
|------|-------------|------|
| `liveness-document-match` | Face + document match | $0.50 |
| `identity-verification` | Full identity verification (CO, MX, CL, PE) | $1.00 |
| `identity-verification-global` | Global identity verification | $0.90 |

---

## Document Status

| Status | Description |
|--------|-------------|
| `pending` | Document is awaiting signatures |
| `signed` | All signers have signed |

## Signer Status

| Status | Description |
|--------|-------------|
| `new` | Signer created, hasn't viewed |
| `link-opened` | Signer opened the link |
| `signed` | Signer completed signing |

---

## Response Fields

| Field | Description |
|-------|-------------|
| `token` | Document unique identifier |
| `status` | Document status (pending/signed) |
| `original_file` | URL to original PDF (expires in 60 min) |
| `signed_file` | URL to signed PDF (expires in 60 min) |
| `signers[].token` | Signer unique identifier |
| `signers[].sign_url` | Direct signing link for signer |
| `signers[].signed_at` | Timestamp when signer signed |

---

## Guidelines

1. **Use Sandbox for testing**: Always test in sandbox first - it's free and has no legal validity
2. **Store tokens**: Save `token` and `signers[].token` for future API calls
3. **File URLs expire**: `original_file` and `signed_file` URLs expire in 60 minutes
4. **Use webhooks**: Instead of polling, set up webhooks for real-time notifications
5. **WhatsApp costs credits**: Each WhatsApp notification costs $0.10
6. **Biometrics cost credits**: Facial recognition and identity verification require credits
7. **Production requires plan**: Production environment requires an active API plan

Overview

This skill integrates with the ZapSign electronic signature API via curl. It lets you create documents for signature from PDFs, base64 or Markdown, add or manage signers, and retrieve signing status and signed files. Use it to automate legally valid signatures (production) or to test in sandbox.

How this skill works

Commands call ZapSign endpoints using your API token in the Authorization header. You POST document payloads (name, file/url/base64/markdown, signers) to create signature requests, then poll or use webhooks to track status and download signed PDFs. Additional endpoints add signers, delete documents, and return signer-specific signing links.

When to use it

  • Create contracts, agreements, or NDAs that need electronic signatures
  • Collect signatures from multiple parties with optional signing order
  • Add mobile notifications via WhatsApp or email for higher delivery rates
  • Require higher assurance with SMS, WhatsApp tokens, or biometric verification
  • Automate document flow from AI-generated Markdown or back-end systems

Best practices

  • Test all flows in Sandbox before switching to Production
  • Store document token and signers[].token to manage updates and queries
  • Wrap curl calls that use environment variables in bash -c when piping to avoid variable loss
  • Prefer webhooks for real-time status updates instead of frequent polling
  • Remember original_file and signed_file URLs expire in 60 minutes—download or persist promptly

Example use cases

  • Generate a service agreement in Markdown, create a doc, and send signing links to client emails
  • Upload a PDF contract via URL and enforce signing order across multiple signers
  • Add an extra signer after document creation for amendments or witnesses
  • Send signing links via WhatsApp for mobile-first customers (note credit cost)
  • Require selfie + document match for high-security contracts using biometric options

FAQ

Do I need a ZapSign account and API token?

Yes. Create a ZapSign account, get your API token from Settings > Integrations > ZAPSIGN API, and export it as an environment variable.

Should I use sandbox or production?

Use sandbox for development and testing (no legal validity). Switch to the production endpoint for legally valid signatures and billing applies.

How do I handle signed files?

Query the document endpoint to get signed_file. Download immediately—these URLs expire in 60 minutes, so persist copies if needed.