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How to automate document workflows using the API

Steps to streamline workflows through automation The Signit API enablethe s automation of repetitive tasks, saving time and improving efficiency. Here’s how to automate document workflows:

  1. Automatically generate signature requests:

    • Use the /documents endpoint to send documents for signing as soon as they are created in your system.
    • Example: Automatically send contracts to new hires during onboarding.

  2. Schedule reminders programmatically:

    • Use the /documents/{id}/reminders endpoint to send periodic reminders to participants who haven’t signed yet.

  3. Integrate with third-party platforms:

    • Connect the API with your CRM or ERP to trigger signature requests directly from those systems.
    • Example: When a deal is closed in the CRM, automatically send the sales contract for signature.

  4. Track document progress in real-time:

    • Use the /documents/{id}/status endpoint to monitor document statuses and take action (e.g., send follow-ups).

Tip: Combine API features with workflow logic in your system to create fully automated and efficient document handling processes.