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eSignatures.io

Integromat Support Team Updated July 29, 2020 08:28

The eSignatures.io modules enable you to monitor, create, withdraw, or retrieve contracts in your eSignatures.io account.

Getting Started with eSignatures.io

Prerequisites

An eSignatures.io account

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.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting eSignatures.io to Integromat

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

Watch Sent Contracts

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.

Actions

Create a Contract

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.

API key	This is a placeholder name as specified in the template editor within curly brackets. Eg: `{{CustomerName}}`.
Value	Enter the value of the key selected above.

Signers

Add and specify signers of the contract.

Signer name	Enter the name of the signer.
Email	Enter the email address of the signer - for identification.
Mobile phone	Enter the mobile number of the signer - for identification.
Company name	Enter the company name for the signer.
Redirect URL	Enter the URL the signer will be redirected to after signing the contract.
Signing order	Enter the number to specify the order of signers. When the same number is used for two or more signers, they will receive the signature request at the same time.
Auto signing	Enable this option to automatically add the signer's signature to the contract.
Embedded sign page	The signing page can be embedded within an iframe when enabled, and no signature requests will be delivered.
Embedded redirect iframe only	When the signing page is embedded within an iframe, enabling this option prevents redirecting the entire page.
Skip signature request	When enabled, the signer will not receive the signature request email/SMS.
Skip signer identification	When enabled, the signer won't receive the email/SMS verification code. Note: it is a legal requirement to identify the signers. If the `Skip signer identification` is enabled, you will need to identify the signer via email, SMS, or other means to form legally binding contracts.

Signers fields

API key	Enter the API key to identify the signer field. You can find or define the API Key in the contract template in your account.
Default value	Enter the default value of the signer field.

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.

Withdraw a 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.

Get a Contract

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.

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your eSignatures.io account.
URL	Enter a path relative to `https://esignatures.io/api`. For example `/templates`. For the list of available endpoints, refer to the eSignatures.io API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
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.

Example of Use - List Templates

The following API call returns all the dashboards in your Datadog account:

URL:
/templates

Method:
GET

2020-07-14_17_41_31-Integration_eSignatures.io___Integromat.png

The result can be found in the module's Output under Bundle > Body > data.
In our example, 2 templates were returned:

2020-07-14_17_47_34-Integration_eSignatures.io___Integromat.png

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