integraid

Connect and automate inSign

Your no-code integration tool to sync inSign with Salesforce.

With integraid, you integrate the inSign connect API into Salesforce. You send signature requests, manage documents, and track status updates—all automated.

  • Trigger signature workflows via REST (e.g. POST /signature)

  • Support for SES, AES & QES signatures (eIDAS-compliant)

  • Upload documents, set metadata & capture signature status back to Salesforce

  • Leverage webhooks or polling for real-time signed, declined updates

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Insign

Kategorien:

Digital signature

inSign is an electronic signature solution made and hosted in Germany, designed to digitize signature processes end-to-end. Businesses of all sizes, self-employed professionals, and public institutions use inSign to sign documents 100% digitally, legally compliant with eIDAS and data protection regulations. With inSign connect (API), the platform supports advanced and qualified electronic signatures (QES), secure document handling, and audit-proof archiving — helping organizations replace paper-based processes with fast, secure, and user-friendly digital workflows. And with integraid, you can connect inSign with Salesforce — without writing any code.

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Use Cases:

  • Trigger inSign Signature Workflows from Salesforce

    Start inSign signature processes directly from Salesforce objects such as Opportunities, Quotes, Contracts, or custom “Agreement” records. integraid sends the relevant documents and recipient data to inSign and keeps track of signature progress.

  • Sync Signature Status & Documents Back to Salesforce

    As recipients view, sign, or decline documents in inSign, integraid updates status fields, timeline entries, and related files in Salesforce. Sales, legal, and customer success teams always know which contracts are pending, signed, or expired.

  • Automate Follow-Ups Based on Signature Events

    Use inSign events (e.g., document sent, reminder, fully signed) as triggers for Salesforce automation. integraid can create tasks, send notifications, or move Opportunities to the next stage as soon as a contract is executed.

  • Archive Signed Documents and Evidence in Salesforce

    Once a process is completed in inSign, integraid can store the signed PDF and, if needed, the audit trail or evidence report on the corresponding Salesforce record — providing a central, compliant contract history directly in your CRM.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.