eSignatures.io integration with HubSpot
How to Keep track of new signed eSignatures.io documents in HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Keep track of new signed eSignatures.io documents in HubSpot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate eSignatures.io integrations
eSignatures.io actions
Nekton can use any feature that is available in eSignatures.io API.
Using our advanced AI, you can easily create custom automations for eSignatures.io.
Here are some typical actions you can do in your automated workflows.
Create Contract
Creates a new contract.
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Contract Signed by a Signer
Triggers when a contract is signed by a signer.
Mobile Number Update Request by Signer
Triggers when a signer requests a mobile number update.
Contract Signed by All
Triggers when a contract is signed by all signers.
Delivery Failed
Triggers when a new error is thrown, e.g. when an email can't be delivered.
About eSignatures.io
ESignatures.io is a tool used for signing mobile friendly contracts over the web.