HEU and Salesflare

Signatures heulegal.com ↗

How to connect HEU

Via Zapier — 3 operations available. Set it up ↗
Via Make — 10 modules available. Set it up ↗

What you can automate

When new Tasks in Salesflare, send a signature reminder for a PDF document in HEU.

About HEU

HEU is a contract lifecycle manager that streamlines and speeds up the contract management process designed for sales, hr, legal, procurement, operations and startups.

HEU operations on Zapier

Triggers (2)

Start a workflow when this happens

New Document — Triggers when a new document is added.
New Template — Triggers when a new template is added.

Actions (1)

Things Salesflare can make it do

Create New Document From Template — Creates a document based on a template

HEU operations on Make

Triggers (1)

Start a workflow when this happens

Watch documents — Triggers when a document is created or updated.

Actions (5)

Things Salesflare can make it do

Create a PDF document — Creates and shares a new PDF document from a source document for signature.
Create a document — Creates a new document from an existing source document.
Get a PDF document — Returns information about a specific PDF document by its document ID.
Make an API call — Performs an authorized API call to HEU
Send a signature reminder for a PDF document — Sends a signature reminder for a specific PDF document.

Searches (4)

Look up existing records

List PDF document placeholders — Returns the placeholders for a specific PDF document.
List PDF document signer placeholders — Returns the placeholders for a specific signer in a specific PDF document.
List PDF document signers — Returns the signers for a specific PDF document.
List PDF documents — Returns PDF documents or templates matching the selected criteria.