Workflow Automation: RightSignature Integration
The RightSignature Integration allows you to send PDF documents to be legally signed and retrieve them once all parties have signed.
CONNECT WORKFLOW AUTOMATION
If you don’t have a RightSignature account yet, you can sign up for a trial account here: RightSignature
Once you have an account, click on the (Connect) link under Integrations on the main Account page for the Interface on your RightSignature account.
New RightSignature Interface
Once RightSignature has been connected, you will get 2 options beside RightSignature under the Integrations.
If you’re having issues or have changed accounts, you can reconnect to your RightSignature account at any time.
Note: To set signer sequencing, this must be done on the RightSignature side.
Update:
We have Upgraded Podio Workflow Automation to now use V2 RightSignature APIs.
Major benefits you can enjoy with this:
- When a user edits a template in RS, it will no longer break the action block in Podio Workflow Automation.
- Utilize higher rate limits of 60 document send calls per minute and 240 document send calls per hour
HOW TO USE THE INTEGRATION
Send a RightTemplate to RightSignature
Send a File for signature(s) via RightSignature
When using Templates see Text Tags to automate creating documents.
Retrieve the Signed Document
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