Signi

The Signi modules allow you to create, update, send, retrieve, list, and delete the contracts in your Signi account.

Getting Started with Signi

Prerequisites

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

Connecting Signi to Integromat

1. Log in to your Signi account.

2. Select the workspace for which you want to establish the account and ensure the option Use the API is checked. You can check by navigating to Set Up Workspace > Advanced Settings

Please Note: You must purchase the API access by writing to sales@signi.com providing the details of the workspace for which you want to enable the API access.

3. Go to Signi API Page. Enter your account password. In the Key API section, under the workspace for which you want to establish the connection, click Show the API key(s) for 120 seconds.

4. Copy the API key to your clipboard.

5. Go to Integromat and open the Signi module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the API Key field, enter the API key copied in step 4, and click Continue.

The connection has been established. 

Actions

Get a Contract

Returns details about a contract specified by ID.

ConnectionEstablish a connection to your Signi account.
Contract IDSelect or map the Contract ID whose details you want to retrieve.
WithSelect or map the fields whose details you want to view in the contract information. For example, files.

Delete a Contract

Deletes a contract specified by ID.

ConnectionEstablish a connection to your Signi account.
Contract IDSelect or map the Contract ID you want to delete.
Delete Completely including all attachmentsSelect the checkbox you want to delete all the attachments associated with the contract.

Download a PDF

Retrieves a PDF of a contract specified by ID.

ConnectionEstablish a connection to your Signi account.
Contract IDSelect or map the Contract ID which you want to download as PDF.

Get a Contract Revision List

Retrieves a PDF with the contract history.

ConnectionEstablish a connection to your Signi account.
Contract IDSelect or map the Contract ID whose revision history changes you want to retrieve.

Create a Contract Preview from Template

Creates a (partly) filled template and returns an HTML preview of the contract.

ConnectionEstablish a connection to your Signi account.
Template IDSelect or map the Template ID to apply for the contract preview that you want to create.
ParametersAdd the parameter IDs and their values for the contract.
You can get a list of the template's parameters and their values using the List Templates module.

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Signi account.
URLEnter a path relative to https://api.signi.com/api For example: /v1/me
For the list of available endpoints, refer to the Signi 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.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - Get Account Information

The following API call returns all the account information from your Signi account:

URL:
/v1/me

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body
In our example, the current user information is returned:

Create a Contract from Template

Creates a contract from a template with optional attachments.

ConnectionEstablish a connection to your Signi account.
Contract NumberEnter (map) the contract number.
Save as DraftSelect the checkbox if you want to save this contract as a draft.
LocaleSelect or map the language for the contract. For example, EN for English.
PeopleAdd the people to the contract:
Is ProposerSelect the checkbox if the person is a proposer.
Party order for SignatureEnter (map) a counterparty number for signature. By default, the value is 1.
Email AddressEnter (map) the email address of the person.
Contract RoleSelect or map the contract role:
  • Sign
  • Approve
Signature PositionsAdd the signature positions:
Page Number
Enter(map) the page number where you want to place the signature position.
X Coordinate
Enter (map) the signature position given in the percentage of the document page width, <0, 100>.
Y Coordinate
Enter (map) the signature position given in the percentage of the document page length, <0, 100>.
Phone NumberEnter (map) the person's phone number.
First NameEnter (map) the person's first name.
Last NameEnter (map) the person's last name.
Person TypeSelect or map the person type:
  • Citizen
  • Legal
  • Nature
Date of BirthEnter (map) the person's date of birth in DD/MM/YYYY format.
StreetEnter (map) the person's residence street name.
CityEnter (map) the person's residence city name.
Zip CodeEnter (map) the person's residence area zip code.
Identification NumberEnter (map) the person's identification number.
Tax Registration NumberEnter (map) the person's tax registration number.
Company NameEnter (map) the person's company name with which he is associated.

IDSelect or map the Template ID you want to apply to the contract.
ParametersAdd the parameters IDs and their value that you want to add to the contract.
WebhooksAdd the webhooks:
State
Select or map the status of the webhook:
  • Completed
  • Expired
  • Rejected
URL
Enter (map) the webhook's URL address.
AttachmentsAdd the attachments related to the contract:

People
Add the people related to the attachment:
Email
Enter (map) the email address of the person.
Contract_role
Enter (map) the person's role in the contract.
Positions
Add the x, y, and page coordinates to add the people in the contract.

ID
Enter (map) the Template ID to apply for the attachment.

Parameters
Add the IDs and their values for the contract.

Signing OrderSelect or map the signing order option for the contract:
  • Proposers before counterparties
  • All at once
  • At a time
Auto sign ProposersEntertrue for the auto sign, otherwise, enter a location.
Missing PositionsSelect or map an option to handle persons without signature positions.

Create a Contract from Document

Creates a contract from a document with optional attachments.

ConnectionEstablish a connection to your Signi account.
ContractEnter the contract details:

Filename
Enter (map) the contract file name with extension.

Data
Enter (map) the file data.

Signing OrderSelect or map the signing order option for the contract:
  • Proposers before counterparties
  • All at once
  • At a time
PeopleAdd the people related to the attachment:

Email
Enter (map) the email address of the person.

Contract_role
Enter (map) the person's role in the contract.

Positions
Add the x, y, and page coordinates to add the people in the contract.

WebhooksAdd the webhooks:
State
Select or map the status of the webhook:
  • Completed
  • Expired
  • Rejected
URL
Enter (map) the webhook's URL address.
AttachmentsAdd the attachments related to the contract:

Filename
Enter (map) the attachment filename with extension.

Data
Enter (map) the file data.

People
Add the people related to the attachment:
Email Address
Enter (map) the email address of the person.
Is Proposer
Enter (map) the person's role in the contract.
Contract Role
Select or map the contractor role in the attachment:

  • Sign
  • Approve

Signature Position
Add the x, y, and page coordinates to add the person's signature location in the contract.

Searches

List Contracts

Retrieves a list of all contracts for the account or a specified counterparty.

ConnectionEstablish a connection to your Signi account.
Select which results to returnSelect or map the option to list the contract results:
  • Lists all contracts from my account
  • Lists all contracts for a specific counterparty
Counterparty EmailEnter (map) the email address of the counterparty whose contracts you want to list.
Filter result by stateSelect or map the contract status you want to list:
  • Draft
  • Expired
  • Pending
  • Rejected
  • Deleted
  • Completed
Number of results to returnSet the maximum number of contracts Integromat should return during one execution cycle.

List Templates

Retrieves a list of templates to complete the data and signature.

ConnectionEstablish a connection to your Signi account.
Number of results to returnSet the maximum number of templates Integromat should return during one execution cycle.


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