Seamless eSignature Integration for Make.com
Connect eSignly to your Make.com scenarios. Automate document signing and eliminate manual work forever.
POWERING AUTOMATED WORKFLOWS FOR COMPANIES WORLDWIDE
Get Started in 3 Simple Steps
Go from manual paperwork to a fully automated, hands-off signing process in minutes.
1. Connect Accounts
Authorize your eSignly and Make.com accounts with a few clicks. No code required.
2. Build Your Scenario
Drag and drop your trigger app (like a CRM, form, or spreadsheet) in the Make.com editor.
3. Add eSignly Module
Select the eSignly module, map your data fields, and publish your automated workflow.
Automate Any Document Workflow Imaginable
eSignly's flexibility allows you to connect with over 1,000 applications via Make.com to automate processes across every department.
Automated NDA Signing
Trigger an NDA to be sent the moment a new lead is created in your CRM (Salesforce, HubSpot).
- Speeds up initial engagement.
- Ensures compliance from day one.
- Improves the prospect experience.
One-Click Sales Proposals
Generate and send a sales proposal for signature when a deal stage is updated.
- Reduces time-to-close.
- Eliminates manual data entry errors.
- Keeps momentum with prospects.
Client Onboarding Agreements
Automatically send service agreements or contracts once a deal is marked 'Closed-Won'.
- Creates a seamless transition from sales to delivery.
- Captures all necessary signatures instantly.
- Triggers next steps in other systems (e.g., create project in Asana).
New Hire Onboarding Packets
Send offer letters, employment contracts, and policy documents automatically from your HRIS.
- Provides a professional first impression.
- Ensures all required paperwork is completed before day one.
- Reduces administrative burden on HR staff.
Policy Updates & Acknowledgements
Bulk-send updated company policies to all employees and track their signed acknowledgements.
- Maintains a clear record of compliance.
- Simplifies company-wide communication.
- Automates reminders for those who haven't signed.
Freelancer & Contractor Agreements
Instantly send independent contractor agreements when a new freelancer is added to your project management tool.
- Onboard freelance talent faster.
- Clarifies terms and deliverables from the start.
- Keeps all contractor documents organized.
Vendor & Supplier Contracts
Automate the sending of procurement contracts when a new vendor is approved in your system.
- Standardizes the procurement process.
- Reduces delays in the supply chain.
- Creates a central, signed repository of all vendor agreements.
Internal Change Requests
Route internal change management forms for signature based on approval workflows.
- Creates a clear, auditable trail for all changes.
- Ensures proper authorization is received.
- Speeds up internal project approvals.
Consent & Waiver Forms
Send and manage consent forms for events, marketing, or services triggered by a registration form.
- Automates liability management.
- Provides a simple experience for participants.
- Easily tracks and stores all signed waivers.
Invoice & Billing Approvals
Route high-value invoices for internal signature approval before payment is processed.
- Adds a layer of financial control.
- Creates a digital paper trail for audits.
- Prevents payment delays due to lost paperwork.
Expense Report Sign-offs
Automatically send expense reports for manager approval once submitted by an employee.
- Accelerates reimbursement cycles.
- Reduces the administrative workload for the finance team.
- Enforces company expense policies.
Client Payment Authorizations
Send payment authorization forms for recurring billing or large projects for client sign-off.
- Reduces chargebacks and payment disputes.
- Formalizes payment terms with clients.
- Integrates with billing systems for seamless processing.
Why Automate with eSignly & Make.com?
Our integration is more than just a connection; it's a purpose-built solution for businesses that value efficiency, security, and scalability.
Effortless Setup
Connect your accounts in minutes without writing a single line of code. Our intuitive interface is designed for business users, not just developers.
Ironclad Security & Compliance
All signatures are legally binding under the ESIGN Act and UETA. We are also compliant with HIPAA, GDPR, and SOC 2, ensuring your data is always secure.
Transparent, Scalable Pricing
Start with a generous free plan and scale affordably. No hidden fees or enterprise-only features. You get powerful automation at a price that makes sense.
Flexible & Powerful Workflows
Handle simple send-and-sign tasks or complex, multi-signer workflows with conditional logic. The integration adapts to your exact business process.
Dynamic Data Mapping
Automatically pre-fill documents with data from any Make.com module—your CRM, spreadsheets, or forms—to eliminate manual entry and reduce errors.
Complete Audit Trail
Every action is time-stamped and tracked, providing a comprehensive, court-admissible audit trail for every document you send.
Real Results from Our Integration
See how businesses like yours are transforming their operations.
The Challenge
The agency's growth was being hampered by administrative bottlenecks. Each new client required manual creation of a service agreement, emailing it back and forth, and then manually updating their CRM and project management tools once signed.
- Delays in starting client work.
- Inconsistent contract versions.
- High potential for human error in data entry.
- Poor initial client experience.
Our Solution
We helped them build a Make.com scenario that triggered when a deal was won in HubSpot. The scenario automatically populated an eSignly service agreement template with the client's details, sent it for signature, and once signed, created a new project in Asana and updated the client record in HubSpot.
- Trigger: Deal stage changed to 'Closed-Won' in HubSpot.
- Action 1: Get deal data from HubSpot.
- Action 2: Use eSignly's "Create from Template" module to generate the agreement.
- Action 3: Upon signing completion (via eSignly webhook), create a project in Asana and update HubSpot.
The Challenge
Agents were manually filling out lease templates, printing them, getting them signed in person or via scan/email, and then manually uploading the documents. This process was slow, prone to errors, and difficult to track.
- Lengthy document turnaround times.
- Errors in tenant or property details.
- Difficulty tracking the status of pending leases.
- Poor experience for modern, tech-savvy tenants.
Our Solution
We designed a Make.com workflow connected to a Google Sheet where agents input new tenant information. The workflow automatically populated a standardized lease agreement in eSignly, sent it to the new tenant, and notified the agent upon completion, saving the signed document to a specific Google Drive folder.
- Trigger: New row added to a Google Sheet.
- Action 1: Map data from the sheet to an eSignly lease template.
- Action 2: Send the document for signature via eSignly.
- Action 3: Once signed, download the document and upload it to a structured folder system in Google Drive.
The Challenge
Each client had slightly different onboarding documents (contracts, tax forms, policy handbooks). Managing this manually was inefficient and created a high risk of sending the wrong documents to a new hire.
- High volume of repetitive administrative work.
- Risk of compliance errors.
- Lack of visibility into where a new hire was in the process.
- Inconsistent experience for new employees.
Our Solution
We built a master Make.com scenario triggered by an online form. Based on the "Client Company" selected in the form, the workflow used a router to select the correct set of eSignly document templates, send them to the new hire, and file the completed documents in a shared Dropbox folder for the client.
- Trigger: New submission in Typeform.
- Action 1: A Router in Make.com directs the flow based on the client's name.
- Action 2: eSignly sends the client-specific bundle of documents for signature.
- Action 3: Signed documents are automatically named and filed in the correct client folder in Dropbox.
Ready to Stop Wasting Time on Paperwork?
Connect eSignly to Make.com today and put your document signing on autopilot. Reclaim your time and focus on what truly matters for your business growth.
Start Automating for FreeWhat Our Users Are Saying
"eSignly's Make.com integration saved my team 10 hours a week. What used to be a manual process of sending contracts is now completely hands-off. Set it and forget it."
"The security and audit trail were critical for us. Integrating eSignly into our Make.com legal workflows gave us the compliance and peace of mind we needed. It just works."
"As a solopreneur, every minute counts. This integration lets me automate my client agreements so I can focus on actual client work. It's an essential part of my tech stack."
Frequently Asked Questions
No, you can use the eSignly integration with any Make.com plan, including their free tier. Similarly, you can connect your free eSignly account to get started. You only need to upgrade as your volume of scenarios or signatures grows.
Yes, absolutely. The integration simply automates the sending process. The signature itself is handled by the secure eSignly platform, which complies with the U.S. ESIGN Act, UETA, and other international regulations. Every signed document includes a full, court-admissible audit trail.
Yes, this is one of the most powerful features. In your Make.com scenario, you can map data from previous modules (like a new lead from HubSpot, a new row in Google Sheets, or a new entry in Typeform) directly into the fields of your eSignly template before it's sent for signature.
You have full control. You can set up your Make.com scenario to trigger subsequent actions after a document is completed. For example, you can automatically save the signed PDF to Google Drive or Dropbox, send a notification in Slack, update a record in your CRM, or create an invoice in your accounting software.
We focus on providing a seamless user experience, transparent and affordable pricing, and robust features. Users often choose eSignly for our intuitive template editor, comprehensive audit trails, and responsive customer support, which make building and troubleshooting automation workflows much easier.