How to connect Signit with CRM or ERP systems
Steps to integrate Signit with third-party platforms Signit’s API allows you to integrate with CRM (e.g., Salesforce) or ERP systems (e.g., SAP) for streamlined workflows. Here’s how to connect:
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Review API documentation:
- Visit the Signit API Documentation to understand available endpoints and authentication requirements.
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Generate an API key:
- Log in to your Signit account.
- Navigate to Settings > API Integration and click Create API Key.
- Save the generated API key securely.
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Configure the integration in your CRM/ERP system:
- Access the integration or API settings in your CRM/ERP system.
- Input the Signit API key and configure the endpoints for desired actions, such as sending signature requests or retrieving document statuses.
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Test the integration:
- Run test cases to ensure the integration works correctly, such as triggering a signature request from your CRM/ERP system.
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Automate workflows:
- Set up automated actions, such as sending contracts to new leads or managing purchase orders directly from your CRM or ERP.
Examples of Use:
- CRM: Send contracts directly to clients upon closing a deal.
- ERP: Automate approval processes for invoices or procurement orders.
Tip: Work with your IT team or developers to ensure a seamless and secure integration.