Marketing
Yousign by Codex Solutions
17 min
yousign is a european digital trust platform offering electronic signatures, identity and document verification, and electronic seals to ensure document integrity and regulatory compliance integrating yousign with make com enables automated, secure document workflows and streamlined digital signature processes 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 https //yousign com/contact 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 have an active yousign account and an api key generated during a free api trial or from a paid plan, https //yousign com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/yousign community/ 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 keys api keys instructions you need to generate your api key login to your yousign account navigate to the api section in your account settings locate the option to create or generate a new api key follow the prompts to create 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 for future interactions create a signature request creates a new signature request, allowing you to initiate the process of collecting signatures on a document delete a contact permanently remove a specific contact from your account using its unique id delete a user removes a selected user from the specified workspace, revoking their access and permissions within that workspace get a contact fetches detailed information about a specific contact get a user retrieve detailed information about a specific user by entering their unique user 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 information about all members make an api call executes a custom api request to the connected service, allowing you to access features or data not covered by the standard modules search all signature requests retrieves a detailed list of all signature requests that have been created within your organization 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 monitors a specific contact and notifies you whenever there are updates or changes to that contact’s information watch users triggers whenever a new user is added to your system, allowing you to take action automatically whenever someone signs up or is registered templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=yousign https //yousign com/ https //help yousign com/hc/en gb https //yousign com/api https //www make com/en/integrations/yousign community