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| This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
From creating contracts to keeping track of the signed ones, the eSignatures.io modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. enable you to easily automate your contract sending process from start to finish.
Prerequisites
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An eSignatures.io account
In order to use eSignatures.io with Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., 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.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory! |
To connect your eSignatures.io account to Boost.space Integrator you need to obtain the Secret TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. from your eSignatures.io account and insert it in the Create a connection dialog in the Boost.space Integrator module.
1. Log in to your eSignatures.io account.
2. Go to API settings in the top-right corner.
3. Copy the Secret Token to your clipboard.
4. Go to Boost.space Integrator and open the eSignatures.io module’sCreate a connection dialog.
5. In the Connection name field, enter a name for the connection.
6. In theSecret Token field, enter the token details copied in step 3, and click Continue.
The connection has been established.
All triggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. need a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in order for them to functionFunctions you can use in Boost.space Integrator - create, update, delete, get, search.. In your eSignatures.io module, choose any of the triggers then generate a webhook. This will automatically connect the webhook from Boost.space Integrator to your eSignatures.io account.
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TriggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. Options |
Description |
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Watch Contract Sent To Signer |
Triggered when the contract is sent to a signer. |
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Watch Contract Signed |
Triggered when all signers have signed the contract. |
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Watch Contract Signed By A Signer |
Triggered when each individual signer has signed the contract. |
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Watch Webhook ErrorService is unavailable due to a failure, a service responds with unexpected data or the validation of input data fails. Notifications |
Triggered when an error has occurred (eg. delivery issue). |
Creates a new contract.
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Connection |
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Test Mode |
Choose between sending a Live contract or a Test contract. |
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Template |
Select the template you want to use for the contract. |
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Placeholder fields |
Specify Placeholders in the template to be replaced with your custom data. |
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Signers |
API key |
this is a Placeholder name as specified in the template editor. |
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Value |
data that would replace the Placeholder. |
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Add and specify signers of the contract. |
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Name |
name of the signer. |
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email address of the signer (for identification). |
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Mobile |
mobile number of the signer (for identification). |
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Ticking the box beside Show advanced settings in the Signer field allows you to add. |
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Company Name |
company name of the signer. |
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Redirect URL |
the URL that the signer will be redirected to after signing the. contract. |
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Auto Sign |
enable this option to automatically add the signer’s signature to the contract. |
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Signing Order |
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. |
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(Advanced settings) Contract Title |
Enter the unique title of the contract (the template name is used when not specified). It appears in emails, generated documents, and dashboard pages. |
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(Advanced settings) Metadata |
Add your own custom information (eg. your own recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. ID). |
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(Advanced settings) Language |
Select the signer page/email language. |