Salesflare Salesflare Integrations

Legito and Salesflare

Documents legito.com ↗

How to connect Legito

About Legito

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

Legito operations on Zapier

Triggers (8)

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.

Actions (15)

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.

Searches (10)

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.
Show 5 more searches
  • Get Document Versions — Gets document versions of selected document record.
  • Get Files — Gets files attached to a document record.
  • Get Object Records — Gets object records.
  • Get Objects — Gets objects from workspace.
  • Get Users — Gets users via Legito API.

Legito operations on Make

Actions (21)

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.

Searches (8)

Look up existing records

  • Get Template Suites — Lists all Template Suites.
  • List Events — Returns list of events.
  • List Files — Lists all files attached to a selected Document Record.
  • List Shares — Lists sharing given by specified Document Record.
  • List Users — Lists all users or a specific user by email.
Show 3 more searches
  • 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.

Similar apps

Google Docs

Online word processor.

Popular Zapier Make
Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your ap…

Zapier
PandaDoc

Create, manage and e-Sign docs with ease

Zapier Make
PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barc…

Zapier Make
Google Slides

Google Slides allows you to create, edit, and share presentations with anyone, online, for free.

Zapier Make
Superhuman Docs

Superhuman Docs is an AI-native app where anyone can write, track, and build—no technical skills…

Zapier Make

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