Skip to contentNew: Coherence Partner Program. Recommend Coherence and earn on every invoice
Integrations · CRM

Connect eSignatures to Coherence.

. 2 actions can run inside a Coherence workflow.

A Coherence record changesCreate Contract

TRIGGERS AND ACTIONS

Everything eSignatures can do in a workflow.

Actions are the steps a workflow can run in eSignatures. Start the workflow from a Coherence record or another app.

Actions · 2Create ContractCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with eSignatures.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in eSignatures from a Coherence workflowUse a change in Coherence to run a supported eSignatures action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Create Contract
Connect eSignatures to the wider customer workflowCombine eSignatures with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with · A Coherence workflow startsFinishes with · Create Contract, then preserve the outcome in Coherence

SET UP

How to connect eSignatures.

The exact authentication fields depend on eSignatures. The workflow structure stays straightforward.

1Connect the accountAuthorize the eSignatures account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with eSignatures or provide a complementary trigger or action.

QUESTIONS

eSignatures integration questions.

What can I automate with the eSignatures integration?

eSignatures currently provides 2 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many eSignatures triggers and actions are available?

eSignatures currently lists 0 triggers and 2 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can eSignatures connect to other apps through Coherence?

Yes. A workflow can combine supported eSignatures triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect eSignatures?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect eSignatures?

Start free

Free plan · No credit card