One easy-to-use platform that turns your boring documents into a jaw-dropping Signer perience™ (SX)™.
Go to siteThe SignerX API enables automation of digital signing processes, offering a robust solution for managing document signatures electronically. Through Pipedream's integration capabilities, users can craft custom workflows that link SignerX with various other apps and services, enhancing efficiency and streamlining operations where signature collection and management are critical. This can include automated reminders for pending signatures, syncing signed documents to cloud storage, or updating records in CRM systems upon completion of signing.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
signerx: {
type: "app",
app: "signerx",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.signerx.com/oauth/check`,
headers: {
Authorization: `Bearer ${this.signerx.$auth.oauth_access_token}`,
},
})
},
})
Automate Document Signing Requests with CRM Updates: When a new contract is added to a CRM platform like Salesforce, trigger a Pipedream workflow to automatically send the document for signature via SignerX. Once signed, update the CRM record with the status of the document to keep all team members informed.
Sync Signed Documents to Cloud Storage: After a document is signed using SignerX, set up a workflow on Pipedream to automatically upload the signed version to a cloud storage service such as Google Drive or Dropbox. This helps in maintaining backups and ensuring compliance with data storage policies.
Email Notifications on Signature Completion: Configure a workflow where, upon the successful completion of a document signing in SignerX, an automated email notification is sent to relevant stakeholders using a service like SendGrid. This can inform them that the document has been signed and is ready for the next steps in the process.
Add a recipient to a template and invite to sign. See the documentation
Quickly create a draft for a new package/document by uploading a file or providing a file_url to a PDF document. See the documentation
SignerX uses OAuth authentication. When you connect your SignerX account, Pipedream will open a popup window where you can sign into SignerX and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any SignerX API.
Pipedream requests the following authorization scopes when you connect your account:
*
GET
https://app.signerx.com/oauth/authorize
?
client_id={{oauth.client_id}}
&
redirect_uri={{oauth.redirect_uri}}
&
state={{oauth.state}}
&
response_type=code
&
scope={{oauth.space_separated_scopes}}
&
code_challenge_method=S256
POST
https://api.signerx.com/oauth/token
content-type: application/x-www-form-urlencoded
accept: application/json
code_verifier: {{oauth.verifier}}
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
redirect_uri={{oauth.redirect_uri}}
&
grant_type=authorization_code
&
code={{oauth.code}}
POST
https://api.signerx.com/oauth/token/refresh
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
grant_type=refresh_token
&
refresh_token={{oauth.refresh_token}}