Signi

The Signi modules allow you to create, update, send, retrieve, list, and delete the contracts in your Signi account.

Getting Started with Signi

Prerequisites

A Signi account - create an account at app.signi.com/register.

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connect Signi to Make

Log in to your Signi account.
Select the workspace for which you want to establish the account and ensure the option Use the API is checked. You can check by navigating to Set Up Workspace > Advanced Settings.
Please Note: You must purchase the API access by writing to [email protected] providing the details of the workspace for which you want to enable the API access.
Go to Signi API Page. Enter your account password. In the Key API section, under the workspace for which you want to establish the connection, click Show the API key(s) for 120 seconds.
Copy the API key to your clipboard.
Go to Make and open the Signi module's Create a connection dialog.
In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied in step 4, and click Continue.

The connection has been established.

Actions

Get a Contract

Returns details about a contract specified by ID.

Connection	Establish a connection to your Signi account.
Contract ID	Select or map the Contract ID whose details you want to retrieve.
With	Select or map the fields whose details you want to view in the contract information. For example, files.

Delete a Contract

Deletes a contract specified by ID.

Connection	Establish a connection to your Signi account.
Contract ID	Select or map the Contract ID you want to delete.
Delete Completely including all attachments	Select the checkbox you want to delete all the attachments associated with the contract.

Download a PDF

Retrieves a PDF of a contract specified by ID.

Connection	Establish a connection to your Signi account.
Contract ID	Select or map the Contract ID which you want to download as PDF.

Get a Contract Revision List

Retrieves a PDF with the contract history.

Connection	Establish a connection to your Signi account.
Contract ID	Select or map the Contract ID whose revision history changes you want to retrieve.

Create a Contract Preview from Template

Creates a (partly) filled template and returns an HTML preview of the contract.

Connection	Establish a connection to your Signi account.
Template ID	Select or map the Template ID to apply for the contract preview that you want to create.
Parameters	Add the parameter IDs and their values for the contract.You can get a list of the template's parameters and their values using the List Templates module.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Signi account.
URL	Enter a path relative to `https://api.signi.com/api` For example: `/v1/me` For the list of available endpoints, refer to the Signi API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - Get Account Information

The following API call returns all the account information from your Signi account:

URL:

/v1/me

Method:

GET

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, the current user information is returned:

Create a Contract from Template

Creates a contract from a template with optional attachments.

Connection

Establish a connection to your Signi account.

Contract Number

Enter (map) the contract number.

Save as Draft

Select the checkbox if you want to save this contract as a draft.

Locale

Select or map the language for the contract. For example, EN for English.

People

Add the people to the contract:

Is Proposer	Select the checkbox if the person is a proposer.
Party order for Signature	Enter (map) a counterparty number for signature. By default, the value is 1.
Email Address	Enter (map) the email address of the person.
Contract Role	Select or map the contract role: Sign Approve
Signature Positions	Add the signature positions: Page Number Enter(map) the page number where you want to place the signature position. X Coordinate Enter (map) the signature position given in the percentage of the document page width, <0, 100>. Y Coordinate Enter (map) the signature position given in the percentage of the document page length, <0, 100>.
Phone Number	Enter (map) the person's phone number.
First Name	Enter (map) the person's first name.
Last Name	Enter (map) the person's last name.
Person Type	Select or map the person type: Citizen Legal Nature
Date of Birth	Enter (map) the person's date of birth in DD/MM/YYYY format.
Street	Enter (map) the person's residence street name.
City	Enter (map) the person's residence city name.
Zip Code	Enter (map) the person's residence area zip code.
Identification Number	Enter (map) the person's identification number.
Tax Registration Number	Enter (map) the person's tax registration number.
Company Name	Enter (map) the company name with which the user is associated.

Select or map the Template ID you want to apply to the contract.

Parameters

Add the parameters IDs and their value that you want to add to the contract.

Webhooks

Add the webhooks:

State

Select or map the status of the webhook:

Completed
Expired
Rejected

URL

Enter (map) the webhook's URL address.

Attachments

Add the attachments related to the contract:

People

Add the people related to the attachment:

Email

Enter (map) the email address of the person.

Contract_role

Enter (map) the person's role in the contract.

Positions

Add the x, y, and page coordinates to add the people in the contract.

Enter (map) the Template ID to apply for the attachment.

Parameters

Add the IDs and their values for the contract.

Signing Order

Select or map the signing order option for the contract:

Proposers before counterparties
All at once
At a time

Auto sign Proposers

Entertrue for the auto sign, otherwise, enter a location.

Missing Positions

Select or map an option to handle persons without signature positions.

Create a Contract from Document

Creates a contract from a document with optional attachments.

Connection	Establish a connection to your Signi account.
Contract	Enter the contract details: Filename Enter (map) the contract file name with extension. Data Enter (map) the file data.
Signing Order	Select or map the signing order option for the contract: Proposers before counterparties All at once At a time
People	Add the people related to the attachment: Email Enter (map) the email address of the person. Contract_role Enter (map) the person's role in the contract. Positions Add the x, y, and page coordinates to add the people in the contract.
Webhooks	Add the webhooks: State Select or map the status of the webhook: Completed Expired Rejected URL Enter (map) the webhook's URL address.
Attachments	Add the attachments related to the contract: Filename Enter (map) the attachment filename with extension. Data Enter (map) the file data. People Add the people related to the attachment: Email Address Enter (map) the email address of the person. Is Proposer Enter (map) the person's role in the contract. Contract Role Select or map the contractor role in the attachment: Sign Approve Signature Position Add the x, y, and page coordinates to add the person's signature location in the contract.

Searches

List Contracts

Retrieves a list of all contracts for the account or a specified counterparty.

Connection	Establish a connection to your Signi account.
Select which results to return	Select or map the option to list the contract results: Lists all contracts from my account Lists all contracts for a specific counterparty
Counterparty Email	Enter (map) the email address of the counterparty whose contracts you want to list.
Filter result by state	Select or map the contract status you want to list: Draft Expired Pending Rejected Deleted Completed
Number of results to return	Set the maximum number of contracts Make should return during one execution cycle.

List Templates

Retrieves a list of templates to complete the data and signature.

Connection	Establish a connection to your Signi account.
Number of results to return	Set the maximum number of templates Make should return during one execution cycle.

In this section: