🔌 Requesting a technical Integration (CRM, Payroll Software, etc.)

🎯 Purpose

Help Ugosign users understand how to request a specific technical integration for their environment (CRM, payroll, ERP, HR, etc.) in order to automate processes and optimize workflows.

📝 Prerequisites

• Have a Ugosign account.
• Clearly identify the software or tool to connect (e.g., HubSpot, Salesforce, Silae, Sage, etc.).
• Prepare a description of your functional needs (e.g., automatic envelope creation, retrieval of signed documents, status synchronization, etc.).

📍 Steps

1. Log in to your Ugosign account.
2. Go to the "Open a support ticket" page.
3. Fill out the form specifying:
   • The name of the software to integrate.
   • The type of integration desired (API, webhook, automatic import/export, etc.).
   • The concrete use cases or workflows to automate.
4. Submit your request. Our technical team will analyze its feasibility and get back to you within a few business days.

✅ Expected result

Your request is sent to our technical team. If the integration is feasible, a quote or development plan will be provided. In some cases, a public API or existing integration may already be available.

💡 Good to know

• Ugosign already offers several native integrations (e.g., Zapier, Slack, Google Drive, OneDrive, etc.).
• Custom integrations may be subject to specific development fees.
• All integrations are carried out in compliance with security and regulatory standards (GDPR, eIDAS, etc.).

🔗 Related resources

• Existing integrations
• 👨‍💻 Ugosign REST API Overview