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Sign and Salesflare

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How to connect Sign

Sign operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Processes — Triggers everytime time one of these actions is performed on a document: signed by a signer | rejected by a signer | process cancelled | process finished. The updates are always sent back.

Actions (12)

Things Salesflare can make it do

  • Cancel a Signing Process — Cancel an existing sign process. Cancellation is only possible if there exists at least one participant that did not yet sign or reject his/her signature.
  • Cancels a Process (UI Based) — Cancels and deletes a draft document created through the UI Wizard
  • Encode a Document to Base64 — Encodes any document with text in Base64.
  • Find a Process By Original Document — Checks if the provided document was used in a signing process.
  • Get Finished Document by ID — Delivers the finished document for a given ID, with certificate header and all performed signatures.
Show 7 more actions
  • Get Process Information — Gets the meta data and process information for a given document ID.
  • Get the Current User — Retrieves information about the current user
  • Initiate a Draft Process (UI Based) — Creates a draft signing process to be completed within the UI-Wizard.
  • Initiate a new signing process — Creates and submits a new document for signature.
  • Make an API Call — Performs an arbitrary authorized API call
  • Resume a Signing Process — Resume an existing signing process that was interrupted.
  • Resume a Signing Process (UI Based) — Indicates a draft document to be completed on the UI-Wizard at the last step the user was.

Searches (2)

Look up existing records

  • List IDs of Finished Processes — List IDs of finished (i.e. completed) documents/processes later than a given timestamp. The IDs in the result list are ordered by finished timestamp ascending, so it is good practice to process them sequentially in this order when pulling the single results.
  • List Sign Processes — List the sign processes matching the criteria given in the GET request parameters.

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