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DigiSign Make integrationAutomate DigiSign with Make.
Can Make handle your DigiSign envelopes for you? The DigiSign Make integration gives you 13 modules: 2 triggers and 11 actions. This page is for teams that send documents for signature, and it walks you from the connection to a first working scenario.
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What does the DigiSign Make integration do?
The DigiSign Make integration links your DigiSign account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that watches, creates or fetches something. With it, envelopes can be built, sent and collected without anyone clicking through DigiSign by hand.
Signed files that file themselves. Watch Completed Envelopes spots envelopes that reach the end of signing, and Download a Document pulls the file so the next module can store it wherever your team keeps contracts.
Envelopes built from your data. When a deal closes in another app, Create an Envelope, Add Document, Add Recipient and Send an Envelope can prepare and send the paperwork in one run, with Add Signing Tags to a document placing where each person signs.
A trail you can follow. Watch Events brings DigiSign activity into Make, and Get Envelope reads the current state of an envelope before you decide what happens next.
Be aware of one real limit: Make's own documentation for DigiSign is marked as limited, with no module descriptions and no connection guide. The notes below stay close to what each module name says, and Make an API Call covers what the listed modules miss. If you are weighing tools, the n8n vs Make comparison sets the criteria side by side, the Make pricing page explains plans, and the Make training helps when you start from zero.
How do you connect DigiSign to Make?
- 01
Open the connection window
Add any DigiSign module to your scenario and click Create a connection. A connection is your DigiSign account linked to Make once, then reused by every DigiSign module you add later.
- 02
Name it and authorize Make
Give the connection a name if you manage several accounts, which is optional. Then either approve Make on the DigiSign page that opens or paste the key DigiSign gives you, depending on what the window asks for.
- 03
Save and check the fields
Click Save. Once the connection exists, Make can read your DigiSign data and propose values in the module fields, so a filled list is a good sign the link works.
Build your first scenario with DigiSign
GoalWhen an envelope is completed in DigiSign, Make downloads the signed document and hands it to the next module.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big + to add your first module. Search for DigiSign and choose Watch Completed Envelopes.
- 02
Link your account
Click Create a connection and follow the three connection steps above. The module then shows the fields it needs, with values Make can read from DigiSign.
- 03
Add the download
Click the + on the right of the trigger and pick Download a Document. Map the envelope data from the trigger into its fields so Make knows which file to fetch.
- 04
Test with Run once
Complete a test envelope in DigiSign, then click Run once. Open the bubble above each module to read the bundles it received, that is, the items passed from one module to the next.
- 05
Schedule and switch on
Click the clock on the trigger to set the schedule, every 15 minutes by default, then turn the scenario on. Add a storage module after the download whenever you are ready.
What can start a DigiSign scenario?
2 modules start a scenario when something happens in DigiSign. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by DigiSign as soon as it happens.
Watch Completed Envelopes
triggerIn the docs onlyThis trigger hands your scenario the envelopes that have finished their signing round, so everything after it works on final paperwork only. Make's documentation lists it without a description, so its exact behavior comes from its name and should be confirmed with a test.
Watch Events
triggerIn the docs onlyPick this one to feed DigiSign activity into Make rather than only finished envelopes, which opens the door to follow-ups while a signature is still pending. Which events it reports is not described in Make's documentation, so run it once and look at the bundles before you build on it.
What can DigiSign do inside a scenario?
DigiSign gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Add Document
ActionIn the docs onlyAttaches one file to an envelope, so the paper people must sign actually travels with it. It fits right after Create an Envelope, fed by a file from a drive or a form upload.
Add Multiple Documents
ActionIn the docs onlySaves you from repeating Add Document when an envelope holds a whole bundle of papers, such as a contract plus its annexes. Its name points to several files handled in one module run.
Add Multiple Tags
ActionIn the docs onlyPlaces several tags in one go, which keeps the scenario short when a document needs many marks. Make does not describe what a DigiSign tag covers here, so compare the fields with Add Tag in the editor.
Add Recipient
ActionIn the docs onlyPuts a person on an envelope so DigiSign knows who should receive and sign it. Chain it once per signer, fed by contact details coming from your CRM or a form.
Add Signing Tags to a document
ActionIn the docs onlyMarks where signers act on a document, so nobody has to open DigiSign and drag fields by hand. It belongs between Add Document and Send an Envelope.
Add Tag
ActionIn the docs onlyAdds a single tag, the lighter option when only one mark matters, while Add Multiple Tags handles longer lists. Because the documentation does not define a tag for DigiSign, read the fields Make shows before relying on it.
Create an Envelope
ActionIn the docs onlyOpens the container that later holds documents and recipients, the starting point of any automated sending. Everything else in the sending chain refers back to the envelope it creates.
Download a Document
ActionIn the docs onlyBrings a file from DigiSign into your scenario, ready for a storage or email module to take over. Paired with Watch Completed Envelopes, it gets the signed copy out of DigiSign automatically.
Get Envelope
ActionIn the docs onlyReads one envelope as it stands right now, so later modules can decide based on real information. Use it when a trigger or another app gives you an envelope reference but not its full details.
Make an API Call
ActionIn the docs onlyReaches any endpoint of the DigiSign API from your scenario, reusing the same connection, when none of the listed modules does the job. It is the fallback for the gaps a limited documentation leaves.
Send an Envelope
ActionIn the docs onlyReleases the prepared envelope to its recipients, the moment signers actually hear about it. Place it last, after documents, tags and recipients are in.
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