The eSignatures.io modules enable you to monitor, create, withdraw, or retrieve contracts in your eSignatures.io account.
Prerequisites
In order to use eSignatures.io with Integromat, it is necessary to have an eSignatures.io account. If you do not have one, you can create an eSignatures.io account at esignatures.io.
To connect your eSignatures.io account to Integromat, you need to obtain the Secret token from your esignatures.io account.
1. Log in to your esignatures.io account.
2. Go to API settings in the top-right corner.
3. Copy the provided Secret Token.
4. Go to Integromat and open the eSignatures.io module's Create a connection dialog.
5. Enter the Secret token you have copied in step 3 to the respective field and click the Continue button to establish the connection.
The connection has been established. You can proceed with setting up the module.
Triggers and retrieves contract details when a contract is sent to a signer.
The webhook URL needs to be generated in Integromat and then added to eSignatures.io API settings.
1. Add Watch Sent Contracts module to your Integromat scenario.
2. Generate and copy the webhook URL.
3. Log in to your esignatures.io account.
4. Go to API settings in the top-right corner.
5. Paste the webhook URL you have copied in step 2 above to the Your webhook endpoint field and click the blue Update button.
Now, every time the contract is sent to a signer, the Watch Sent Contracts module in your scenario is triggered.
Creates a new contract.
Connection | Establish a connection to your eSignatures.io account. | ||||||||||||||||||||||
Template ID | Select the template or map the ID of the template you want to use for the contract. | ||||||||||||||||||||||
Custom fields |
Specify placeholders in the template (specified above) to be replaced with your custom text.
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Signers |
Add and specify signers of the contract.
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Signers fields |
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Title | Enter the unique title of the contract (the template name is used when not specified). It appears in emails, generated documents, and on dashboard pages. | ||||||||||||||||||||||
Language | Select the signer page/email language. | ||||||||||||||||||||||
Signature request subject | Enter the subject in the email that will be sent to the signers when collecting their signatures. | ||||||||||||||||||||||
Signature request text | Enter the text in the email that will be sent to the signers. | ||||||||||||||||||||||
Final contract subject | Enter the subject in the email that will be sent to the signers with the final PDF contract. | ||||||||||||||||||||||
Final contract text | Enter the text in the email that will be sent to the signers with the final PDF contract | ||||||||||||||||||||||
Email addresses to CC the signed PDF | Add email addresses to send a copy (CC) of the signed PDF contract. | ||||||||||||||||||||||
Reply to | Enter the custom "Reply to" email address (your API support email when not specified). | ||||||||||||||||||||||
Company name | Enter the custom company name of the sender. | ||||||||||||||||||||||
Logo URL | Enter a URL of the custom logo (PNG x400 recommended). | ||||||||||||||||||||||
Metadata | Enter the custom information. | ||||||||||||||||||||||
Test | Enable this option (enter Yes) to mark the sent contract as 'demonstration only', and no fee is deducted for sending the contract. |
Withdraws a contract. Withdrawn contracts can't be signed anymore, and signed contracts can't be withdrawn.
Withdrawing the contract doesn't result in the deletion of the contract related information, the contract details can still be queried.
Connection | Establish a connection to your eSignatures.io account. |
Contract ID | Enter (map) the ID of the contract you want to withdraw. |
Retrieves contract details.
Connection | Establish a connection to your eSignatures.io account. |
Contract ID | Enter (map) the ID of the contract you want to retrieve details about. |
Allows you to perform a custom API call.
Connection | Establish a connection to your eSignatures.io account. |
URL |
Enter a path relative to For the list of available endpoints, refer to the eSignatures.io API Documentation.
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Method |
Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query string | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns all the dashboards in your Datadog account:
URL:
/templates
Method:
GET
The result can be found in the module's Output under Bundle > Body > data.
In our example, 2 templates were returned: