DocuSeal and Salesflare

How to connect DocuSeal

DocuSeal is an open-source platform for electronic document signing and management, offering secure, legally compliant digital transactions.

Start a workflow when this happens

Signing Form Completed — Triggers when a signing form is completed.
Submission Completed — Triggers when a submission is completed by all parties. This means that all parties have signed the document.

Things Salesflare can make it do

Create Signature Request — Creates a signature request.
Create Signature Request From DOCX — Creates a signature request from a DOCX file with dynamic content variables.
Create Signature Request From HTML — Creates a signature request from HTML content.
Create Signature Request From PDF — Creates a signature request from a PDF document.
Update Signer — Updates signer details, pre-fills or updates field values and re-sends emails.

Start a workflow when this happens

Watch Signing Form Completed — Triggers when a signing form is completed by an individual signer. If there are multiple signers, the trigger will fire separately for each signer as they complete the form.
Watch Submission Completed — Triggers when a submission is fully completed by all parties. This occurs once all signers have signed the document.

Things Salesflare can make it do

Create Signature Request — Initiates a signature request, allowing you to send a document for signing to specified recipients.
Create Signature Request from DOCX — Initiates a one-off submission request from a DOCX file with dynamic content variables, allowing you to send a document for signing to specified recipients.
Create Signature Request from HTML — Initiates a one-off submission request using the provided HTML content, allowing you to send a document for signing to specified recipients.
Create Signature Request from PDF — Initiates a one-off submission request from a PDF file, allowing you to send a document for signing to specified recipients.
Make an API Call — Performs an arbitrary authorized API call.