File and Document Management
Yousign by Maxmel Tech
15 min
yousign is a european platform for electronic signatures, identity verification, and digital seals, ensuring legal compliance integrating with make com would streamline secure document workflows, automate compliance tasks, and enhance onboarding processes for businesses and professionals 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 h79no6 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 create an api key from your yousign account navigate to the api section and go to the api keys page start your api trial period if you have not already done so create a new api key by adding a description, selecting the environment (sandbox or production), and choosing the permissions (full access or read only) note 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 h79no6 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}} cancel a signature request cancels an ongoing signature request, stopping the signing process and preventing any further signatures from being collected create a contact adds a new contact to your address book or contact list create a signature request initiates a new request for one or more recipients to review and sign a document electronically delete a contact permanently removes a specific contact from your account using the contact’s unique id get a contact fetches detailed information about a specific contact, including all available fields and data associated with that contact list contacts fetches and displays a list of all contacts stored in your account, allowing you to view and manage your contact information easily list signature requests searches for and retrieves signature requests based on your specified criteria make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints not covered by the standard modules reactivate a signature request this module allows you to restart the signing process by reactivating a signature request that has previously expired, giving your recipients another chance to complete and submit their signatures update a contact updates the information for a specific contact, allowing you to modify details such as name, email address, phone number, or other contact fields watch events triggers when a particular event you choose takes place, allowing you to kick off automated actions in response 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