Yousign
From the attachment to the signed document, without the back and forth
A contract arrives by email: the workflow prepares the Yousign request with the document and its signers, waits for your go-ahead before activation, then collects the signed file and its audit trail.
- Connection
- API key or token
- Triggers
- 1
- Actions
- 1
What you can automate with Yousign
Triggers
What starts a workflow.
-
Yousign — event
Starts the workflow when Yousign reports an event: a signed request, a decline, an expiry.
Actions
What a workflow can do next.
-
Yousign
Gets an emailed attachment electronically signed: request, document, signers, activation, then collection of the signed document and its audit trail.
- Signature request
-
- Create a draft
- Create from a template
- Get a request
- List requests
- Activate — ⚠ sends the emails and triggers billing
- Cancel
- Reactivate an expired request
- Delete
- Document
-
- Upload an email attachment
- List documents
- Download the signed document
- Download the audit trail
- Signer
-
- Add a signer
- Get a signer
- List signers
- Remind a signer
- Approver
-
- Add an approver
- List approvers
- Follower
-
- Add followers
- List followers
- Webhook
-
- List subscriptions
- Create a subscription
- Delete a subscription
Workflows you can build
Each one starts from a real situation and uses only nodes that exist today. Test it on past emails before you publish it.
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Get an emailed contract signed
The request is prepared as a draft with the attachment and the signer; activation — which Yousign bills — waits for your approval.
- Email received
- Yousign — create a draft
- Yousign — upload an email attachment
- Yousign — add a signer
- Approval
- Yousign — activate
-
File the signed document
When everyone has signed, the signed document and its audit trail are downloaded and stored in Drive.
- Yousign — event
- Yousign — download the signed document
- Drive — upload a file
-
Remind signers who have not signed
After a few working days, signers who have not signed yet receive a reminder.
- Yousign — activate
- Wait
- Yousign — remind a signer
How to connect Yousign
Pick the environment, create an API key in Yousign for that same environment and paste it into a new connection.
Before you start
- The Admin or Owner role in your Yousign organisation, to create an API key.
- A key from the right environment: Sandbox to try things out, Production to sign for real.
- Pick the environment: “Sandbox” to try things out (no legal value, watermarked documents, nothing is billed), “Production” to sign for real.
- Open Yousign, then the right-hand panel → “API” section → “API keys” page. You need the Admin or Owner role: a plain member cannot see that screen.
- Create a key with the SAME environment as the one picked above, the “organization” scope and the “full-access” permission — “read-only” cannot send a signature request.
- Copy the key shown and paste it below: Yousign will never show it again. A key from the wrong environment fails the test with a 401.
- The signing key is only needed if you wire the “Yousign — event” trigger. It is shown under “API > Webhooks” when the subscription is created; leave it empty otherwise.
Automate Yousign with Loop & Roll
We build the workflow around your processes, test it on your past emails and put it into service with your teams.
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