Signi / Persten (Electronic Signatures)

Sending a document for signature

integration:
  name: "SigniDocumentSigning"
  type: "api"

  provider: "Signi"
  endpoint: "https://api.signi.com/v1"

  authentication:
    apiKey: "{env:SIGNI_API_KEY}"
    workspaceId: "{env:SIGNI_WORKSPACE}"

  actions:
    sendForSignature:
      endpoint: "/contracts"
      method: "POST"
      body:
        title: "{document.name}"
        template_id: "{templateId}"
        signers:
          - email: "{contact.emailAddress}"
            name: "{contact.name}"
            role: "signer"
        fields:
          - identifier: "signature"
            signer_email: "{contact.emailAddress}"
        callback_url: "{baseUrl}/webhooks/signi"
        attachments:
          - name: "{document.name}.pdf"
            data: "{document.fileBase64}"

  webhooks:
    onSigned:
      endpoint: "/webhooks/signi"
      action:
        updateDocument:
          status: "Signed"
          signedDate: "{webhook.signed_at}"
        downloadSignedFile: true
        notifyUser:
          role: "Backoffice"

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Document statuses

Status	Description
Draft	Draft
Pending	Waiting for signature
Signed	Signed
Rejected	Rejected
Expired	Expired

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