neosigna and Salesflare

How to connect neosigna

neosigna is a collaborative contract management platform to speed up creating contracts and getting them signed.

Start a workflow when this happens

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.

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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