The eversign modules enable you to monitor, list, retrieve, download, create, cancel, and delete documents and templates in your eversign account.
Getting Started with eversign
Prerequisites
An eversign account
In order to use eversign with Integromat, it is necessary to have an eversign account. If you do not have one, you can create an eversign account at eversign.com/signup.
The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!
Connecting eversign to Integromat
To connect your eversign account to Integromat you need to obtain your API Key.
1. Log in to your eversign account.
2. Click on your profile icon in the top-left corner and select the Developer option from the menu.
3. Copy the provided API Access Key.
4. Go to Integromat and open the eversign module's Create a connection dialog.
5. Enter the API Key you have copied in step 3 to the respective field and click the Continue button to establish the connection.
The connection has been established. You can proceed with setting up the module.
Documents
Watch New Documents
Retrieves document details when a document requires your action, is waiting for others, is completed, cancelled or draft has been created.
Enable Field Validation for this field. Available validation types are email_address, letters_only and numbers_only.
text_style
The letters B for bold, U for underlined and I for italic, in the order of your choice. Example: BUI
text_font
Set the font identifier to your preferred font, e.g. arial. Jump to section Field Style to learn about supported fonts.
text_size
Set to your preferred font size number (string or integer), e.g. 16.
text_color
Set to your preferred HEX color code, e.g. #FF0000
value
Set to 1 to mark checkbox or radio fields checked; or specify text content for note or text fields. For dropdown fields, set this parameter to an option value in order to pre-select it.
options
This parameter must contain a simple JSON array containing all available options of a dropdown field. In order to pre-select an option, simply set the value parameter to the option value.
group
This parameter is used to identify radio button groups. radio fields belonging to the same group must carry the same group parameter. Please note that this parameter must be numeric.
This parameter is used to specify the full name of the current signer.
Email
This parameter is used to specify the email address of the current signer.
Signer ID
A unique identification number (integer) for this signer. We recommend numbering your signers from 1 to X.
Order
If the use_signer_order parameter is set to 1, set this parameter to the signer order number of the current signer.
PIN
This parameter is used to specify a Signer PIN for the current signer.
Message
This parameter can be used to specify a custom message (upon document delivery) for the current signer. Please note that for the current signer the general document message will be overridden by this parameter.
Deliver email
This parameter is only applicable if embedded_signing_enabled is set to 1. By default, signers of embedded documents are not notified (default: deliver_email: 0) about a new document to be signed. Set deliver_email to 1 to send a notification email to this signer anyway.
Language
This parameter is used to specify the language in which signing notifications (emails), the document status page and the signature process will appear for this signer.
Enable Field Validation for this field. Available validation types are email_address, letters_only and numbers_only.
text_style
The letters B for bold, U for underlined and I for italic, in an order of your choice. Example: BUI
text_font
Set to the font identifier of your preferred font, e.g. arial. Jump to section Field Style to learn about supported fonts.
text_size
Set to your preferred font size number (string or integer), e.g. 16.
text_color
Set to your preferred HEX color code, e.g. #FF0000
value
Set to 1 to mark checkbox or radio fields checked; or specify text content for note or text fields. For dropdown fields, set this parameter to an option value in order to pre-select it.
options
This parameter must contain a simple JSON array containing all available options of a dropdown field. In order to pre-select an option, simply set the value parameter to the option value.
group
This parameter is used to identify radio button groups. radio fields belonging to the same group must carry the same group parameter. Please note that this parameter must be numeric.
File name
Enter the name for the file you want to upload.
Specify file by
Select how you want to provide the file.
File ID
Enter the ID of the file that has been already uploaded to your eversign account.
File URL
Enter the URL of the file you want to upload.
File upload
Map the file data from the previous module or enter the data manually.
Fields
Specify the fields that should be placed on the document.
Enable Field Validation for this field. Available validation types are email_address, letters_only and numbers_only.
text_style
The letters B for bold, U for underlined and I for italic, in an order of your choice. Example: BUI
text_font
Set to the font identifier of your preferred font, e.g. arial. Jump to section Field Style to learn about supported fonts.
text_size
Set to your preferred font size number (string or integer), e.g. 16.
text_color
Set to your preferred HEX color code, e.g. #FF0000
value
Set to 1 to mark checkbox or radio fields checked; or specify text content for note or text fields. For dropdown fields, set this parameter to an option value in order to pre-select it.
options
This parameter must contain a simple JSON array containing all available options of a dropdown field. In order to pre-select an option, simply set the value parameter to the option value.
group
This parameter is used to identify radio button groups. radio fields belonging to the same group must carry the same group parameter. Please note that this parameter must be numeric.
This parameter is used to specify a name for this signer role (e.g. "Client").
Required
If the required parameter is enabled, this signer role will require a name and email address that the template is used.
Signer ID
A unique identification number (integer) for this signer. We recommend numbering your signers from 1 to X.
Name
This parameter is used to pre-fill a full name for this signer role.
Email
This parameter is used to pre-fill an email address for this signer role.
Order
If the use_signer_order parameter is set to 1, set this parameter to the signer order number of the current signer role.
PIN
This parameter is used to pre-fill a Signer PIN for the current signer role.
Message
This parameter can be used to specify a custom message (upon document delivery) for the current signer role. Please note that for the current signer role the general template message will be overridden by this parameter.
Language
This parameter is used to pre-fill the language in which signing notifications (emails), the document status page, and the signature process will appear for this signer role.
Select the business you want to create a document template for.
Template
Select the template you want to use for the new document.
Signers
Add signers for the new document.
Name
Description
Role
Select the name of this signing role.
Name
This parameter is used to specify the full name of the current signer.
Email
This parameter is used to specify the email address of the current signer.
PIN
This parameter is used to specify a Signer PIN for the current signer.
Message
This parameter can be used to specify a custom message (upon document delivery) for the current signer. Please note that for the current signer the general document message will be overridden by this parameter.
Deliver email
This parameter is only applicable if embedded_signing_enabled is set to 1. By default, signers of embedded documents are not notified (default: deliver_email: 0) about a new document to be signed. Set deliver_email to 1 to send a notification email for this role anyway.
Language
This parameter is used to specify the language in which signing notification emails, the document status page and the signature process will appear for this signer. Click here for a list of supported languages.
Select the business you want to upload a file for.
Source File
Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.