Connect MiniCRM to SigningHub

Both apps 35MiniCRM 24SigningHub 11

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

• Action
  Add Digital Signature

  Adds a digital signature field to a document in a SigningHub package and assigns it to a recipient in the workflow.

• Action
  Add Document

  Uploads a document file into an existing SigningHub document package.

• Action
  Add Electronic Signature

  Adds an electronic signature field to a document in a package, assigned to a recipient in the workflow.

• Action
  Add Recipient to Workflow

  Adds a signer or other recipient to a document package's workflow.

• Action
  Add User

  Registers a new user in your SigningHub enterprise account, optionally with a password, role and profile details.

• Action
  Create Integration URL

  Generates an encrypted SigningHub link that opens a shared document package so a user can view and sign it from your application.

• Action
  Create Package

  Creates a new document package in SigningHub to hold documents and recipients for a signing workflow.

• Action
  Download Package

  Downloads a document package as a Base64-encoded file: a PDF for a single-document package, or a zip of all its documents.

• Action
  Get Document Fields

  Returns the fields on a document in a SigningHub package: signature, initials, in-person, text, checkbox, radio, dropdown, listbox, QR code, attachment and comment fields.

• Action
  Get Package

  Returns the details of a SigningHub document package: its name, owner, status and the documents it contains.

• Action
  Share Document for Signing

  Shares a prepared document package with its signers and starts the signing workflow.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.