# Flow and Agentforce actions

> Send, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions.

Tally Sign University › [Automation](https://sign.gettally.io/university/automation)

The package adds invocable actions in the **Tally Sign** category. Use them in Flow Builder (**Action** element) or add them to an agent in Agentforce as agent actions.

## The actions

| Action | Inputs | Outputs |
| --- | --- | --- |
| **Send for signature** | Record ID; Template ID or Template Name; Mode (`send` or `draft`); optional Signer Contact ID, or Signer Email and Signer Name; Message | Succeeded, Document ID, Status, Editor URL, Issues, Error Message |
| **Get signature status** | Record ID (newest envelope on the record) or Document ID | Found, Status, Signers Completed, Signers Total, Title, Sent At, Completed At, Envelope Count |
| **Send signing reminder** | Document ID, or Record ID for the newest envelope waiting for signature | Succeeded, Reminded, Error Message |
| **Void envelope** | Document ID or Record ID, and a Reason | Succeeded, Document ID, Error Message |
| **Run Tally Sign automation rule** | Rule ID, Record ID | Outcome, Reason, Document ID. Used by the Flows that automation rules create |

Actions never fail the Flow. If something goes wrong, they return **Succeeded** = false and an **Error Message**, so your Flow can decide what to do.

> **Note:** Sending needs a seat for the running user. In an automated context, the action acts as the record owner if they hold a seat.

## Example: remind signers after three days

1. In Setup, open **Flows** and choose **New Flow → Schedule-Triggered Flow**. Run it daily.
2. Set the object to **Envelope**, with the condition **Status** equals **Sent**.
3. Add a **Decision** that continues only when **Last Activity** is more than three days ago.
4. Add an **Action**, search for **Send signing reminder** and set **Document ID** to the envelope's **Tally Sign ID**.
5. Save and activate.

## Agentforce

In Agent Builder, add a new agent action of type **Apex** and pick one of the Tally Sign actions. Give it clear instructions, for example:

```
Send for signature: use when the user asks to send the order form for a quote.
Always use mode "draft" unless the user clearly asks to send now.
```

> **Why it matters:** Reps can ask the agent "has Brightline signed yet?" or "send the order form for this quote" from any record.

## React to envelope changes

After every update, Tally Sign publishes the platform event **Tally Sign Event** (`TallySign__Tally_Sign_Event__e`) with the envelope, the related record, the event type and the status. You can also trigger a record-triggered Flow on the **Envelope** object itself, as in the Slack recipe.

Next guide: [Recipe: post to Slack when a deal is signed](https://sign.gettally.io/university/automation/slack-recipe)

Source: https://sign.gettally.io/university/automation/flow-and-agentforce-actions