Connect Formify integrations
Authenticate identity-secured agreements globally by connecting Formify to Make. Linking your electronic signatures to our workflow automation tool lets you instantly trigger AI-assisted signer guides, execute biometric passport checks, and extract searchable PDF fields. Create your free account today to activate your first cross-border signing pipeline.
Triggers and actions
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Formify
Automate Document Workflows by Integrating Formify with Make
Connect Formify with Make to automate contract generation, send real-time alerts, and store documents. Build powerful workflows to eliminate data errors and speed up client onboarding.
Automated Contract Generation
Create and send legally binding agreements automatically whenever a new deal closes in your CRM.
Secure Cloud Archiving
Automatically save finalized PDF contracts to your preferred cloud storage folders without manual downloading.
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Instant Status Notifications
Receive real-time alerts in your team chat or inbox the moment a document is viewed or signed.
Error-Free Data Transfer
Map customer details directly from forms or databases into Formify templates to eliminate typing mistakes.
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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.