Legito and Salesflare

How to connect Legito

Legito is a no-code document automation platform designed for compliance, HR, legal, operations, procurement, sales, and sourcing teams.

Start a workflow when this happens

Get Countries — Triggers when there is a new country.
Get Document Record Types — Triggers when there is a new document record type.
Get Document Records — Triggers when there is new document record.
Get Document Versions — Triggers when there is a new document version.
Get Objects — Triggers when there is a new object.

Show 3 more triggers

Get Template Suites Categories — Triggers when there is a new template suite category.
Get Templates — Triggers when there is a new template.
Get Users — Triggers when there is a new user.

Things Salesflare can make it do

Create Document - Json Integration — Creates document record via Legito json integration.
Create Document Record — Creates external document record without json integration.
Create Document Version — Creates new document version.
Create External Link to Document — Creates link to the selected document.
Create File — Creates and uploads file for specific document record.

Show 10 more actions

Create Object Record — Creates object record.
Create User — Creates user via Legito API.
Delete External File — Deletes external file by ID.
Set Basic Permissions to User — Sets permissions to user via Legito API.
Set Permission to Country — Sets permission to user for country.
Set Permission to Object — Sets permission for user to specific object.
Set Permission to Template Suite — Sets permission to user to one specific template.
Set Permission to Template Suite Category — Sets permission for user to view or manage given template suite category.
Share Document to User — Shares document to a specific user.
Update Document Record — Updates document record.

Look up existing records

Download Document Version — Downloads document version in given format.
Download External File — Downloads attached file in document record.
Get Document Records — Gets document records.
Get Document Share — Shows sharing of a specific document.
Get Document Version Detail — Gets elements and content of document version.

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Things Salesflare can make it do

Create a Document Record — Creates new External Document Record in Legito.
Create a Document Version — Creates new Document Record with Document Version.
Create a Label — Creates a new label.
Create a Push Connection — Creates new Push Connection from the Legito.
Create an External Link — Creates new External Link for selected Document Records with given privileges.

Show 16 more actions

Create an Object Record — Creates a new Object Record for a given Object type by its ID.
Create an User — Creates new User with default permissions.
Delete a Document Record — Deletes a document record.
Delete a File — Deletes existing file attached to specified Document Record.
Delete an External Link — Deletes and disables existing External Link.
Delete an Object Record — Deletes existing Document Record.
Download a Document Version — Downloads Document Version as base64 encoded file.
Download a File — Downloads a File from selected Document Record in encoded format.
Get a Document Version Data — Returns a list of Elements data from a Document Version.
Get a User Permissions — Returns a list of permissions for a specified user.
Make an API Call — Performs an arbitrary authorized API call.
Share a Document — Shares Document Record to a Legito user specified by email.
Update a Document Record — Updates properties of Document Records like Summary, Signing Date, or Expiration.
Update a Document Version — Creates new Document Version for existing Document Record.
Update an Object Record — Updates an object record.
Upload a File — Uploads a File to a specified Document Record.

Look up existing records

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Search Document Records — Returns a list of all Document Records.
Search Object Records — Retrieves object record of specified object type by its object ID.
Search Objects — Returns all Objects.