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Signable Make integrationAutomate Signable with Make.
What if every signed contract updated the rest of your tools on its own? The Signable Make integration gives you 31 modules, including 9 instant triggers. This guide is for sales and ops teams: connect your account, then build a first scenario step by step.
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What can the Signable Make integration do for you?
The Signable Make integration links your Signable 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 reads something. Once linked, envelopes, contacts, users and partners in Signable can move to and from your other apps without copy and paste.
Send contracts without opening Signable. A new row in a spreadsheet or a deal in your CRM can feed Create an Envelope from Template, so the signer gets the document with the right names already filled in. Create an Envelope does the same when there is no template behind the document.
Know the moment a deal is signed. Watch Envelope Completed alerts Make as soon as the envelope is done, and the next module can post a message to your team or update the deal. Watch Envelope Rejected and Watch Envelope Opened cover the other outcomes, so a stalled signature does not go unnoticed.
Keep your address book in step. Create a Contact, Update a Contact and List Contacts let a CRM or a form stay the single place where client details are typed.
What the listed modules do not cover can often be reached with Make an API Call, which uses the same connection. Signable's own documentation page on Make says its text is AI-generated and may contain mistakes, so check any detail that matters with Signable. If you are still weighing tools, read the n8n vs Make comparison or the Make review, and the Make training is there if you want to go further.
How do you connect Signable to Make?
- 01
Create an API key in Signable
In Signable, click your account icon in the top right, open Company Settings, then the API and Webhooks tab. Click Add an API Key, name it, save, then click Show and copy the key.
- 02
Add a Signable module in Make
In your scenario, add any Signable module and click Create a connection. A connection is your Signable account linked to Make once, then reused by every Signable module. The Connection name field is optional.
- 03
Paste the key and save
Paste the API key you copied from Signable and confirm. Make now reads your Signable account, so the next modules you add can pick from what it finds there instead of asking you to type identifiers.
Your first scenario: send a contract from a template
GoalWhen a new client lands in the app you already use, Make sends them a Signable envelope built from your template.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + in the middle of the editor. The first module you place decides when the whole scenario starts.
- 02
Pick your source app
Search the app where new clients appear, such as your CRM or form tool, choose its trigger and connect it. Each new client will reach Make as a bundle, meaning one item passed to the next module.
- 03
Add Create an Envelope from Template
Click the + on the right of the first module, search Signable and pick Create an Envelope from Template. Connect your account with the API key, then map the client's details from the previous module.
- 04
Test with Run once
Click Run once, then add a test client in your source app. Open the bubble above each module to read the bundles it received and check that the envelope went to the right person.
- 05
Schedule and switch it on
Set the schedule on the first module (a new scenario checks every 15 minutes by default, unless your source app calls Make instantly) and switch the scenario on. On the Free plan you can keep 2 scenarios active.
What can start a Signable scenario?
9 modules start a scenario when something happens in Signable. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Signable as soon as it happens.
Watch Contact Created
Instant triggerIn Make“Triggers when a new contact is created.”
Every time someone adds a contact in Signable, this trigger hands the new record to your scenario, so a second tool never has to be updated by hand.
Watch Envelope Cancelled
Instant triggerIn Make“Triggers when an envelope is cancelled.”
A cancelled envelope usually means a deal changed. This trigger tells your scenario about it right away, so the people who follow the deal hear it from the system rather than by accident.
Watch Envelope Completed
Instant triggerIn Make“Triggers when an envelope is completed.”
This is the trigger most teams start with: it tells Make that an envelope is finished, which is the signal to move the deal forward, bill the client or file the document.
Watch Envelope Created
Instant triggerIn Make“Triggers when a new envelope is created.”
Tracking what leaves your company for signature gets easier with this trigger: each new envelope is passed to Make the moment it is created, whoever made it.
Watch Envelope Opened
Instant triggerIn Make“Triggers when an envelope is opened.”
Knowing that a client has opened the contract tells your sales rep the timing is right for a follow-up call. This trigger brings that moment into Make.
Watch Envelope Rejected
Instant triggerIn Make“Triggers when an envelope is rejected.”
A refusal is the event you least want to miss. With this trigger, a rejected envelope reaches Make straight away, so someone can react while the conversation is still warm.
Watch Envelope Signed
Instant triggerIn Make“Triggers when an envelope is signed.”
Signature progress becomes visible outside Signable with this trigger, which passes a signed envelope to your scenario as soon as Signable reports it.
Watch Template Created
Instant triggerIn Make“Triggers when a new template is created.”
New templates are easy to lose track of in a growing team. This trigger reports each one to Make, so the people who send contracts know a fresh version exists.
Watch User Created
Instant triggerIn Make“Triggers when a new user is created.”
Access reviews get simpler when every new Signable seat is recorded. This trigger passes each new user to Make as soon as the account is added.
What can Make do in Signable?
Signable gives you 22 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Cancel an Envelope
- Create a Contact
- Create an Envelope
- Create an Envelope from Template
- Create a Partner
- Create a User
- Delete a Contact
- Delete an Envelope
- Delete a Partner
- Delete a User
- Get a Contact
- Get an Envelope
- Get a Partner
- Get a User
- Make an API Call
- Send a Reminder for an Envelope
- Update a Contact
- Update a Partner
- Update a User
- List Contacts
- List Partners
- List Users
Cancel an Envelope
ActionIn Make“Cancels an existing envelope.”
Stops an envelope that is already out, so the signer can no longer act on an outdated contract.
Create a Contact
ActionIn Make“Creates a new contact.”
Adds a person to your Signable contacts, so they are ready the day you send them something to sign.
Create an Envelope
ActionIn Make“Creates a new envelope without a template and sends it to the user.”
Builds a new envelope without any template and sends it straight to the signer, which suits one-off documents.
Create an Envelope from Template
ActionIn Make“Creates a new envelope from the template and sends it to the user.”
Starts from a template you already set up in Signable, creates the envelope and sends it, which keeps every contract in the same approved shape.
Create a Partner
ActionIn Make“Creates a new partner.”
Adds a partner record in Signable from your scenario, so partner accounts are set up the same way every time instead of by hand.
Create a User
ActionIn Make“Creates a new user.”
Gives a new colleague a Signable user account from Make, as part of the same onboarding flow as their other tools.
Delete a Contact
ActionIn Make“Deletes an existing contact.”
Removes a contact from Signable, which helps when a client asks to be forgotten or a record was created by mistake.
Delete an Envelope
ActionIn Make“Deletes an existing envelope.”
Erases an envelope from Signable, a stronger move than cancelling it, meant for clearing out tests or mistakes.
Delete a Partner
ActionIn Make“Deletes an existing partner.”
Takes a partner out of Signable once the relationship has ended, keeping your list of partners current.
Delete a User
ActionIn Make“Deletes an existing user.”
Closes a colleague's Signable account from your offboarding scenario, so a departure does not leave access open.
Get a Contact
ActionIn Make“Retrieves an existing contact.”
Fetches one contact's details from Signable when you already know which contact you need.
Get an Envelope
ActionIn Make“Retrieves an existing envelope.”
Reads the full record of one envelope, so later modules can map its details even when the scenario only started with an identifier.
Get a Partner
ActionIn Make“Retrieves an existing partner.”
Looks up one partner in Signable and returns its record for the rest of the scenario to use.
Get a User
ActionIn Make“Retrieves an existing user.”
Pulls the details of a single Signable user, handy when a scenario must know who a sender is.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Reaches any endpoint of the Signable API with the connection you already set up, for the cases the other listed modules do not cover.
Send a Reminder for an Envelope
ActionIn Make“Sends a reminder for an existing envelope.”
Nudges the signer of a pending envelope without anyone on your side writing a chaser.
Update a Contact
ActionIn Make“Updates an existing contact.”
Changes an existing Signable contact so that the details used on the next envelope match your CRM.
Update a Partner
ActionIn Make“Updates an existing partner.”
Edits a partner record in Signable, keeping it aligned with the tool where partner information is actually maintained.
Update a User
ActionIn Make“Updates an existing user.”
Modifies an existing Signable user, for example after a change of role or name in your company.
List Contacts
SearchIn Make“Retrieves a list of contacts.”
Returns contacts from your Signable address book so the scenario can check, compare or export them.
List Partners
SearchIn Make“Retrieves a list of partners.”
Gathers the partner records held in Signable, useful for a report or a reconciliation with your CRM.
List Users
SearchIn Make“Retrieves a list of users.”
Brings back the users of your Signable account, the starting point for any access check.
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