neosigna and Salesflare
How to connect neosigna
- Via Zapier — 9 operations available. Set it up ↗
About neosigna
neosigna is a collaborative contract management platform to speed up creating contracts and getting them signed.
neosigna operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Contract Created — Triggers when a new contract is created.
Actions (5)
Things Salesflare can make it do
- Create Contract — Creates a new Contract (and its Draft version).
- Create Counterparty — Creates a new counterparty.
- Create Draft — Creates a new Draft version for a Live Contract.
- Create User — Creates a new user and automatically invite him/her to setup his/her account.
- Update Component — Update the value of a component based on its internal id.
Searches (3)
Look up existing records
- Get Component — Get a component (including its internal id) from a given Contract version, based on a Component code.
- Get Contract — Returns a Contract matching a Contract Code.
- Get Latest Version of Contract — Get the latest version of a Contract based on a Contract internal id. Draft if it exists, Live otherwise.
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