Automate electronic signature with Make
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Make (formerly Integromat) connects Certyneo to hundreds of tools without writing code. This guide builds, step by step, a complete scenario that responds to your signature envelopes.
Why automate signature with Make
Follow up with a client awaiting signature, update a CRM after each completed envelope, or notify a team when a contract is rejected: these are repetitive tasks that require no human judgment. Make automates these workflows by connecting Certyneo to your tool ecosystem via a drag-and-drop visual interface.
The Certyneo application for Make exposes instant triggers that react within seconds to signature events, as well as actions to create or view envelopes directly from a Make scenario.
Available triggers
Four instant triggers cover the complete lifecycle of an envelope.
| Available triggers | |
|---|---|
| Envelope sent | Triggers as soon as an envelope is sent to its signers. |
| Signer has signed | Triggers at each individual signature, useful for tracking sequential signing. |
| Envelope completed | Triggers when all signers have signed and the envelope is finalized. |
| Envelope rejected | Triggers if a signer refuses to sign. |
Available actions
Three actions allow you to control Certyneo from any Make scenario.
Create an envelope
Generates and sends a new signature envelope from a document and a list of signers.
Retrieve an envelope
Searches for a specific envelope and returns its status and metadata.
List envelopes
Returns the list of envelopes matching filter criteria.
Build the scenario in 4 steps
Allow approximately 10 minutes for a first functional scenario.
Connect your Make account to Certyneo
From the Make directory, add the Certyneo application and authorize the connection with your API key.
Generate a Certyneo API key
From your Certyneo account's developer space, create an API key dedicated to Make integration.
Build the scenario
Choose a trigger then chain Make modules to your destination tool.
Test and activate
Launch a test execution with a real envelope, then activate the scenario in automatic mode.
Two examples of concrete scenarios
Notify a Slack team each time a contract is signed
Envelope completed trigger to a Slack module that posts in the sales channel the client''s name and the link to the archived document.
Automatically follow up with an inactive signatory
Envelope sent trigger, followed by a delay then a status check before sending a follow-up.
Frequently asked questions
Do I need to code to automate Certyneo with Make?
No. The Certyneo app for Make is used entirely from the visual scenario editor — no code to write, no webhook to host.
Which Certyneo events can trigger a Make scenario?
Envelope sent, recipient signed, envelope completed and envelope declined each trigger a scenario in real time.
Can you create an envelope from another tool through Make?
Yes — the Create an envelope action lets you launch a Certyneo send from any Make module by mapping the recipients and document.