Signi and Salesflare
How to connect Signi
- Via Make — 10 modules available. Set it up ↗
Signi operations on Make
Actions (8)
Things Salesflare can make it do
- Create a Contract Preview from Template — Creates a (partly) filled template and returns an HTML preview of the contract.
- Create a Contract from Document — Creates a contract from a document with optional attachments.
- Create a Contract from Template — Creates a contract from a template with optional attachments.
- Delete a Contract — Deletes a contract specified by ID.
- Download a PDF — Retrieves a PDF of a contract specified by ID.
Show 3 more actions
- Get a Contract — Returns details about a contract specified by ID.
- Get a Contract Revision List — Retrieves a PDF with the contract history.
- Make an API Call — Performs an arbitrary authorized API call.
Searches (2)
Look up existing records
- List Contracts — Retrieves a list of all contracts for the account or a specified counterparty.
- List Templates — Retrieves a list of templates to complete the data and signature.
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