SignRequest

Connection

Establish a connection to your SignRequest account.

Filter by Who Signs Document

Select or map the option to choose the users to filter the SignRequests:

Filter by Document Sender Email

Enter (map) the email address of the sender who is requesting the signature to list the requests that match the specified email address.

Limit

Set the maximum number of SignRequests Make should return during one execution cycle.

Connection

Establish a connection to your SignRequest account.

SignRequest ID

Select or map the SignRequest ID whose details you want to retrieve.

Connection

Establish a connection to your SignRequest account.

Document URL

Select or map the Document URL address for which you want to create a SignRequest.

Signers

Add the signer details:

Email Sender

Enter (map) the sender's email address. Required when authenticated as a Team. The reply-to email address.

Email Sender Name

Enter (map) the sender's name who is sending the SignRequest.

Email Subject

Enter (map) the email subject line.

Email Message

Enter (map) the email message body. The message may contain the following HTML tags: a, abbr, acronym, b, blockquote, code, em, i, ul, li, ol, and strong.

Required Attachments

Add the required attachments for the SignRequest.

Needs Preparing

Select whether the sender of the SignRequest prepares the document before sending the request out.

Redirect URL

Enter (map) the URL address the user must redirect to when a document is signed.

Redirect URL Declined

Enter (map) the URL address the user must be redirected to when a document is declined.

Send Reminders

Select whether you want to enable the SignRequest to automatically remind the signers to sign a document on days 3, 8, 13, and 18.

Text Message Verification Locked

Select whether a text message verification is needed before the signer can see the document.

Force Signature Color

Enter (map) the specific color for the signature. For example, #0000ff.

Disable Text

Select whether you want to disable adding text to the document being sent for SignRequest.

Disable Date

Select whether you want to disable adding dates to the document being sent for SignRequest.

Disable Attachments

Select whether you want to disable uploading or add attachments to the document being sent for SignRequest.

Disable Emails

Select whether you want to disable all the SignRequest status emails and the email that contains the signed documents.

Disable Text Signatures

Select whether you want to disable the usage of signatures generated by typing the text.

Disable Upload Signatures

Select whether you want to disable the usage of uploaded signatures (images).

Disable Blockchain Proof

Select whether you want to disable storing timestamp proof hashes in blockchain integrations.

Connection

Establish a connection to your SignRequest account.

SignRequest ID

Select or map the SignRequest ID which you want to resend.

Connection

Establish a connection to your SignRequest account.

SignRequest ID

Select or map the SignRequest ID which you want to cancel.

Connection

Establish a connection to your SignRequest account.

Query

Enter (map) the keywords or phrases to search the documents that match the specified query.

Partial Query

Enter (map) the characters to search the documents that match the specified characters.

Document Name

Enter (map) the name to search the documents with the specified document name.

Signer Emails

Enter (map) the email address of the signer to search the document with the specified email addresses.

Filter by Status

Select or map status to list the document with the specified status. For example, Signed, Declined.

Filter by Who Signs

Select or map the option to search the documents with the specified signers:

Export Format

Select or map the format in which you want to export the search results:

Signer Data Mode

Select or map the signer data mode that can be used with the above CSV/XLS export format. Using Signer Data Mode will export each signer on a separate row. Also, the signer inputs that have an external ID specified on a tag will be exported. All external IDs found will be exported as columns.

Limit

Set the maximum number of documents Make should return during one execution cycle.

Connection

Establish a connection to your SignRequest account.

Document ID

Select or map the Document ID whose details you want to retrieve.

Connection

Establish a connection to your SignRequest account.

Document File Through

Select or map the document file through for which you want to create the document:

File URL

Enter (map) the publicly accessible URL of the document to be downloaded by SignRequest.

Source File

Add the source file information:

File Name

Enter (map) the file name.

Data

Enter (map) the file data.

Template

Select or map the document template for which you want to create the document for SignRequest.

Document Name

Enter (map) a name for the document.

External ID

Enter (map) the External ID of the document that can be accessed from external systems.

Events Callback URL

Enter (map) the URL address at which you want to receive event callbacks for this document.

Prefill Tags

Add the tags for the document:

Auto Delete Days

Enter (map) the number of days after which a finished document (signed/canceled/declined) will be automatically deleted.

Auto expire Days

Enter (map) the number of days after which a non-finished document will be automatically expired.

Connection

Establish a connection to your SignRequest account.

Document ID

Select or map the Document ID whose details you want to retrieve.

Connection

Establish a connection to your SignRequest account.

Document Attachment ID

Select or map the Document Attachment ID whose attachment details you want to retrieve.

Connection

Establish a connection to your SignRequest account.

Document URL

Select or map the document URL address to which you want to add an attachment.

Attachment Name

Enter (map) a name for the attachment file.

File Through

Select or map the option to attach the document.

File URL

Enter (map) the URL address of the attachment.

File Data

Enter (map) the file data.

File Name

Enter (map) the attachment file name.

Connection

Establish a connection to your SignRequest account.

Limit

Set the maximum number of templates Make should return during one execution cycle.

Connection

Establish a connection to your SignRequest account.

Template UUID

Select or map the Template UUID whose details you want to retrieve.

Connection

Establish a connection to your SignRequest account.

Limit

Set the maximum number of teams Make should return during one execution cycle.

Connection

Establish a connection to your SignRequest account.

Filter by is Active

Select whether you want to list the active team members.

Filter by Is Owner

Select whether you want to list the team members who are owners.

Filter by Is Admin

Select whether you want to list the team members who are admins.

Filter by User Email

Enter (map) the user's email address to list the team members that match the specified email address.

Filter by User First Name

Enter (map) the user's first name to list the team members that match the specified name.

Filter by User Last Name

Enter (map) the user's last name to list the team members that match the specified name.

Limit

Set the maximum number of team members Make should return during one execution cycle.

Connection

Establish a connection to your SignRequest account.

Team Member UUID

Select or map the Team Member UUID whose details you want to retrieve.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your SignRequest account.

Event Type

Select or map the event type whose events you want to watch.

Integration

Select or map the integration you want to apply to watch the events. For example, Salesforce.

Optional Webhook Name

Enter an optional name for the webhook.

Connection

Establish a connection to your SignRequest account.

Filter by Event Status

Select or map the status to list the events based on the selected status.

Filter by Event Type

Select or map the event type you want to list.

Filter by Document

Select or map the documents whose events you want to list;

Document UUID

Select or map the Document UUID whose events you want to list.

Document External UUID

Select or map the Document External UUID whose events you want to list.

Filter by Who Signs Document

Select or map the signer to list the document's events that match the specified signer:

Filter by Document Status

Select or map the status to list the events that match the document status. For example, new, sent.

Filter by Document Sender Email

Enter (map) the sender's email address to list the events that match the specified email address.

Filter by Document User Email

Enter (map) the user's email address to list the events that match the specified email address.

Filter by Document User First Name

Enter (map) the first name to list the events that match the specified name.

Filter by Document User Last Name

Enter (map) the last name to list the events that match the specified name.

Filter by Delivered

Select whether you want to list the delivered events.

Limit

Set the maximum number of events Make should return during one execution cycle.

Connection

Establish a connection to your SignRequest account.

Event UUID

Select or map the Event ID whose details you want to retrieve.

Connection

Establish a connection to your SignRequest account.

URL

Enter a path relative to https://myDomain.signrequest.com/api For example, /v1/documents/2e6b65de-1af9-4fc1-b78b-48d49f120e79

For the list of available endpoints, refer to the SignRequest 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.