The Sertifi connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Sertifi actions A tool for building the processes, logic, and direction within workflows.. Use Sertifi actions to create folders, upload files, and send invites.

The following actions are available:

Create a Sertifi connection

You can create connections from the Automate or Designer page.

Assign permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

Note: By default, users with administrator role will have the same rights as a Connection owner.







Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.
  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Action flow

To use the Sertifi connector you must configure actions in a particular order, as some actions are dependent on data from others.

  1. Create folder to configure files, actions and participants. This action also returns a Folder ID that is used in each of the other Sertifi actions.
  2. Upload a file to the folder for signing.
  3. Send invite to the participants.

You can also get the status of a folder using the Get folder status action. This image shows the required action flow: