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eSignatures Make integrationAutomate eSignatures with Make.
What if every contract went out on its own and every signature told the rest of your stack? The eSignatures Make integration gives you 6 modules: 5 instant triggers and 1 action. This guide is for sales and ops teams, and it walks you from connection to a working scenario.
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What can the eSignatures Make integration do for you?
The eSignatures Make integration links your eSignatures.io account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that watches for an event or does a task. With it, Make can send a contract for you and hear about every step of its signing.
Contracts that leave on their own. A deal closes in the tool where your sales team works, and the Create a Contract module sends the agreement by SMS or email to the signers. Nobody copies names by hand anymore.
A clean handoff once everyone has signed. Watch Contract Signed fires when the last signer is done. That is the moment to open the onboarding task, update the customer record or warn finance, without anyone checking the dashboard.
Problems you hear about early. Watch Webhook Error Notifications reports issues such as a delivery that failed, and Watch Mobile Number Update Requested by Signer flags a signer who needs a new number. Route both to the person who can fix them.
What Make does not offer here: there is no Make an API Call module for this app, so you work with the 6 modules listed below, and the documentation gives no numeric limits. If you are still choosing a platform, the n8n vs Make comparison sets out the criteria, and the Make pricing page explains what each plan includes. For a hands-on path, Make training starts from zero.
How do you connect eSignatures to Make?
- 01
Add an eSignatures module
In your scenario, search for eSignatures and pick any of its modules. Then click Create a connection. A connection is your eSignatures.io account linked to Make once, then reused by every module of the app.
- 02
Name the connection
This part is optional, but a clear name helps when several accounts live in the same Make organization. Something like "eSignatures sales team" tells your colleagues which account signs the contracts.
- 03
Authorize and save
Follow what the window asks: either approve access on the eSignatures.io page, or paste the key the app gives you. Click Save, and Make can now reach your contracts.
Your first scenario: send a contract when a deal closes
GoalWhen a deal is marked as won in the app your sales team uses, Make sends the contract through eSignatures.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to add the first module. This one belongs to the app where your deals live, such as your CRM or a spreadsheet.
- 02
Pick the starting event
Choose the module of that app that spots a won deal, connect the account, then fill its fields. Make lists what it can read once the connection exists, so you rarely type anything by hand.
- 03
Add Create a Contract
Click the + on the right of the first module, search for eSignatures and pick Create a Contract. Map the signer details from the previous module into its fields.
- 04
Test with Run once
Click Run once. Make runs the scenario one time and shows the bundles each module received; a bundle is one item passed along, here one deal. Check that the right signer got the contract.
- 05
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. Each module run counts as one operation on your Make plan.
Which eSignatures events can start a scenario?
5 modules start a scenario when something happens in eSignatures. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by eSignatures as soon as it happens.
Watch Contract Sent To Signer
Instant triggerIn Make“Triggers when the contract has been sent to a signer.”
You get a signal the moment a contract reaches a signer, so the rest of your tools know the document is out and waiting. It turns a silent send into an event you can log or share.
Watch Contract Signed
Instant triggerIn Make“Triggers when all signers have signed the contract.”
This trigger tells you a contract is complete: every signer has put their name on it. It is the cleanest point to hand the file over to delivery, billing or onboarding.
Watch Contract Signed By A Signer
Instant triggerIn Make“Triggers when a signer has signed the contract.”
Follow progress signer by signer and know who has already done their part before the whole contract is complete. That helps you nudge only the people still missing.
Watch Mobile Number Update Requested by Signer
Instant triggerIn Make“Triggers when a signer requests a mobile number update”
Catch the case where a signer asks to change the mobile number linked to a contract, and route it to someone who can check the request before anything else goes out.
Watch Webhook Error Notifications
Instant triggerIn Make“Triggers when an error has occurred (eg: delivery issue)”
Hear about failures instead of discovering them days later: this trigger reports an error on the eSignatures side, such as a delivery issue, so a stuck contract never goes unnoticed.
What can Make do in eSignatures?
eSignatures gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Contract
ActionIn Make“Sends a new contract via SMS or Email to signers.”
Send a new contract to your signers by SMS or email straight from a scenario, filled with data that another module has already collected. It is the only action of the app, and the one that starts every signing.
Need help automating eSignatures with Make?
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