Integrations

DealSafe’s API integrates with upstream and downstream systems to help you automate workflows that involved your contracts.

Upstream integrations

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  • Unique email address for all accounts to send in contracts
  • Salesforce – DealSafe will automatically pull contracts that have been uploaded to 100% Won Opportunities in Salesforce
  • DocuSign – DealSafe will automatically pull contracts that have been executed in DocuSign into DealSafe
  • EchoSign – DealSafe will automatically pull contracts that have been executed in EchoSign into DealSafe
  • RightSignature – DealSafe will automatically pull contracts that have been executed in RightSignature into DealSafe

 

Downstream integrations

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Today all downstream integrations are custom built for our customers. Please reach out if you would like to learn more.

 

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