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Make e-signature integration

A Make scenario can send documents through docuinked today with the HTTP module, and hear back through a custom webhook. A native Make app is coming soon.

What works today

RouteStatus
HTTP module, Make a requestWorks now
Webhooks module, Custom webhookWorks now
docuinked app in MakeComing soon

Recipe: send from a scenario

Add HTTP, then Make a request.

  • URL: https://docuinked.com/v1/documents
  • Method: POST
  • Headers: Authorization as Bearer di_test_..., and Idempotency-Key mapped from a stable bundle value
  • Body type: Raw, with content type JSON (application/json)
  • Parse response: Yes
{"title": "Statement of work",
 "pdf_url": "https://example.com/sow.pdf",
 "signers": [{"name": "Dana Reed", "email": "dana@example.com"}],
 "ordered": false,
 "send": true}

Read data.id and data.status from the response in later modules.

Handle errors on purpose

Make stops a scenario on an error unless you add a route. The status code tells you what to do. Retry a 429 after the Retry-After wait. Retry a 500 with the same Idempotency-Key. Send a 400, 403 or 422 to a person, because a retry gets the same answer. Every code is on the errors page.

Hear back when it is signed

Create a Custom webhook module and copy its address. Register it with create_webhook. Route on type, then fetch details with a second HTTP module. Scheduled scenarios can skip this and poll GET /v1/documents?status=completed.

Common questions

Why use the HTTP module and not a native app?

There isn't a native app yet. The HTTP module calls the same API the app will call, so a scenario you build now keeps working.

How do I send many documents without hitting the limit?

Keep runs under 120 requests a minute per key, and remember the beta cap of 100 live sends a day per account. Test keys have no daily cap, so you can try a large batch safely first.

Can a Make AI agent use docuinked?

Yes, by calling the API from its tools. Give it a key set to "Needs my approval", so its drafts wait for a person.

Related

Try it in test mode

Free during the beta. Test keys send no email, so you can build the whole flow first.