Firmamex and Salesflare

How to connect Firmamex

Firmamex is a service where you can sign legally valid PDF documents.

Start a workflow when this happens

Document Completed — Triggers when a document is fully signed.
Document Rejected — Triggers when a document is rejected by a signer.
Document Signed - Original — Triggers when a document is signed by someone.
Document Signed - Universal — Triggers when the universal version of a signature is ready.
Document Stamped With NOM151 — Triggers when a document is stamped with a NOM151 stamp.

Things Salesflare can make it do

Configure Workflow — Configure a signing workflow for a document in Firmamex.
Download Document (Base64) — Downloads the original or universal version of a document in Base64 format.
Fill Template — Fills a template with dynamic data and returns the result.
Upload Document With Signers — Uploads a document (Base64 or URL) and optionally adds signers.
Upload Template — Uploads a template in HTML, PDFMake, PDF or DOCX format.

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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.