Salesflare Salesflare Integrations

Certyneo and Salesflare

How to connect Certyneo

Certyneo operations on Make

Triggers (11)

Start a workflow when this happens

  • Watch envelope completed — Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.
  • Watch envelope created — Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.
  • Watch envelope declined — Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.
  • Watch envelope expired — Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).
  • Watch envelope resubmitted — Triggers when a sender resubmits an envelope after it was returned for correction.
Show 6 more triggers
  • Watch envelope returned to sender — Triggers when a recipient returns the envelope to the sender for correction, before it is completed.
  • Watch envelope sent — Triggers when an envelope is sent to its recipients (status moves from DRAFT to SENT).
  • Watch envelope voided — Triggers when the sender cancels an envelope before it is completed (status moves to VOIDED). Every pending signing link stops working.
  • Watch recipient approved — Triggers when a recipient with the Approver role approves the envelope, before it is completed.
  • Watch recipient signed — Triggers each time an individual recipient signs, before the envelope is completed. Fires once per signer.
  • Watch recipient viewed — Triggers when a recipient opens and views the envelope, before it is completed.

Actions (3)

Things Salesflare can make it do

  • Create an envelope — Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.
  • Get an envelope — Retrieves a single envelope by its ID, with its status, documents and recipients.
  • Make an API call — Performs an arbitrary authorized API call against the Certyneo REST API v1 (any endpoint of https://api.certyneo.com/api/v1).

Searches (1)

Look up existing records

  • List envelopes — Returns a paginated list of envelopes for the connected account, newest first, optionally filtered by status.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free