Connect easydoc integrations
Finalize your team's end-to-end agreement pipelines by automating easydoc with Make. Linking this digital signature platform to our workflow automation tool lets you instantly distribute smart onboarding forms, collect valid client signatures, and push employee data to your payroll services. Create your free account today to transform your digital document operations.
Triggers and actions
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easydoc
Automate your contract and document workflows by integrating easydoc with Make
Connect easydoc with Make to automate contract generation, instant archiving, and employee onboarding. Trigger payment prompts and multi-channel signing reminders automatically to speed up your daily business operations.
Automate contract generation
Automatically generate and send easydoc signing links whenever a new deal closes in your CRM.
Streamline new hire onboarding
Trigger employee onboarding paperwork in easydoc as soon as a candidate is marked as hired in your HR system.
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Instant archiving and storage
Save signed documents from easydoc directly to Google Drive, Dropbox, or OneDrive without manual uploading.
Connect signatures with payments
Automatically prompt clients for payments or generate invoices as soon as they sign an agreement in easydoc.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.