Autenti
Last updated
Last updated
Integrating your Customer Relationship Management (CRM) system with revolutionizes contract management by automating the entire signing process. With Autenti, you can leverage secure and efficient digital signatures that are legally binding, ensuring the integrity of your agreements.
By eliminating the need for cumbersome manual paperwork, this integration enhances operational efficiency and significantly streamlines workflows. You can easily prepare, send, and track contracts directly from your CRM list, reducing the turnaround time for approvals and signatures.
Streamline Contract Management with Autenti Integration
Autenti integration complements the within your CRM, allowing for a smooth transition from drafting contracts to execution.
To successfully configure the integration between Autenti and your CRM system, the first crucial step is to ensure you have an active Autenti account.
Once your account is set up, you'll need to verify your email address to activate it fully. This is essential for gaining access to the platform's features. Following activation, log into your Autenti account and navigate to the API section to obtain the necessary API credentials.
Setting up Autenti with your CRM list is a straightforward process that typically takes only a few moments. Let's get stared!
On the main dashboard of your list, find the Integrations button, which is represented by a plug icon in the main navigation menu. Click on it to view the available integration tools:
To proceed, locate the list of available tools on your interface and search for Autenti. Once you find it, click on the prominent blue +Integrate button to initiate the setup process:
Next, paste your Client ID and Client SECRET from your Autenti account into the designated fields. After entering the information, click the Save button to complete the setup. In Autenti, the Client ID and Client Secret are credentials used for authentication when integrating with the Autenti API.
To find your Client ID and a Client SECRET, first access your account settings in Autenti and go straight to the Integrations tab:
To create a new API key, click the + Add New button. In the next step, configure your API key by assigning it a name and selecting the appropriate API scopes from the available list.
Allowed URL Make sure you past the Allowed URL you can find in the CRM-Autenti integration view.
When you are ready, click the Add a New One button. After the key is created, you will receive the Client SECRET immediately. Ensure you save it in a secure location.
Your Client ID will be displayed in the list of all keys as follows:
After navigating back to the CRM and opening the Autenti configuration view, carefully enter your Client ID and Client Secret into the designated fields. Once you have ensured that the information is accurate, click on the Save button to complete the setup process.
Congrats!
You have successfully completed the Autenti setup. You can now enjoy a convenient way to with an e-signature!
