Marketing
Yousign by Codex Solutions
17 min
yousign is a european digital trust platform offering electronic signatures, identity verification, and electronic seals, compliant with eu regulations integrating yousign with make com enables automated, secure document workflows and e signature processes across various business applications this is ai generated content based on official yousign documentation the content may still contain errors—please verify important information if you have questions, contact yousign support directly how to get support on yousign yousign is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=yousign\&app slug=yousign community\&app unique id=yousign 33iato requirements to use the yousign app in make, you must create a yousign account, start the free api trial, and generate an api key, create your account on yousign app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect yousign and {{product name}} to get started, you must first create a connection between yousign and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key from your yousign account login to your yousign account navigate to the api section in your account settings locate the option to create a new api key generate a new api key copy and securely store the generated api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=yousign\&app slug=yousign community\&app unique id=yousign 33iato create the connection in {{product name}} log in in your make account , add the yousign module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your yousign or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page yousign modules after connecting to the yousign app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a brand new contact to your account, allowing you to store and manage their details easily create a signature request creates a new signature request, allowing you to initiate a document signing process with the specified recipients delete a contact permanently remove a specific contact from your account by providing its unique id delete a user removes a selected user from a specific workspace, ensuring they no longer have access to that workspace get a contact fetches detailed information about a specific contact get a user retrieve detailed information about a specific user using their unique id list all contacts retrieves a complete list of all the contacts stored in your organization, allowing you to view and manage everyone in your contact database list all users retrieves a detailed list of every user currently in your organization, allowing you to view and manage all members make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access specific endpoints or features that may not be available in the standard modules search all signature requests retrieves a complete list of all signature requests within your organization, allowing you to easily view and manage every request that has been sent or received update a contact updates the details of a specified contact, allowing you to modify information such as name, email, phone number, or other contact fields update a user updates the details of a specified user, allowing you to modify their information as needed watch events the "watch contact" module keeps an eye out for new or updated contacts in your chosen app whenever a contact is added or changed, this module will automatically trigger, allowing you to kick off workflows or actions based on those contact updates watch users triggers when a new user is added to your account, allowing you to automatically respond or take action whenever someone signs up or is registered templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} yousign resources you can have access to more resources related to this app on the following links yousign topics on make community yousign website yousign documentation yousign api documentation yousign page on make