Launch your first automated task to send contracts
- Add your CRM or other source that has the signer and contract information, eg: Salesforce, Hubspot, Airtable etc.
- Add eSignatures.io as the second step and click "Sign in"
- Copy paste your secret key from the API page in eSignatures.io
- Select a template
- Populate the "Name" from the first step (Salesforce, Hubsbot, etc)
- Populate the "Email" or the "Mobile" from the first step
- When the Email is provided and the Mobile is left blank, the contract will be sent via email
- When the Mobile is provided and the Email is left blank, the contract will be sent via SMS only
- When both Mobile and Email are provided, the contract is sent via email, and then a verification code via SMS
- Click "Continue" then "Test" and Turn on the Zap
- Navigate to your API page within your eSignatures.io account to monitor the incoming requests
Congratulations, you have created your first automated task!