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Integrations send your documents to the apps your team already uses. Documents are signed in Suresign, then go only to the apps you connect. Open Integrations from the sidebar to see every app, what it does, and whether it is connected.

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Available apps

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Coming soon

Google Calendar, HubSpot, Salesforce, Zoho CRM, the Gmail add-on, the Outlook add-in, and Claude and ChatGPT show as Coming soon. Select Tell me when it’s ready on an app’s page to get an email when it ships. Not seeing your app? Tell us which one. The most requested apps are built next.

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What happens on its own

Recipes are ready-made setups. Pick one, connect its app, and it runs on every new document.
When any document completes, the signed PDF and its certificate are saved to the folder you pick in Google Drive, Dropbox, or OneDrive. Each file is named with the document’s title and the date it completed. You can also turn on a folder for each client, and choose whether the certificate is saved as its own file beside the PDF.
When a document from the template you pick completes, it is saved in the person’s own folder (for example, My Drive / Candidates / their name), and a Slack message says who signed with a link to it in Suresign.
When a document completes or is declined, a message in Slack or Teams gives its title, who signed, and a link to it in Suresign. The document itself is never posted.
When a document is sent, signed, completes, or is declined, its row in Google Sheets is added or updated with the title, people, status, and dates.
A new connection does nothing until you turn on a recipe or a setting.

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Connect an app

1

Open the app's page

Go to Integrations and select the app.
2

Connect

Select Connect. Suresign lists what it will ask the app for before you sign in. Then sign in on the app’s own page and approve access.
3

Choose what it does

Pick a folder, channel, or spreadsheet, and turn on the recipes you want.
Each app’s page shows its recent activity. If a save or post fails, select Retry to try it again.

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Who can connect what

  • Admins connect apps for the whole workspace.
  • Members can connect their own Google Drive, Dropbox, or OneDrive to pick files when adding a document, but only after an admin approves that app. Manage your own accounts in Settings > Connected accounts.
  • A member can ask an admin to connect an app, approve it, or turn on a recipe from the app’s page.

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Access you can see

Only what the job needs

In Google Drive, Suresign sees only the files it saved or someone chose. In Slack, it posts only where you pick.

Keys locked away

Access is encrypted, stays on Suresign’s servers, and is used only for what the connection does.

One click to end it

Disconnect and the access ends at once. Files already saved stay yours.

On the record

Connecting, turning on, and disconnecting go in the audit trail, with who did it.

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Use integrations with the agent

The agent can see your connected apps and what failed in the last week. It can:
  • Find PDFs and Word files in your connected storage and start a draft document from one.
  • Save a completed document’s signed PDF to storage, or post about it in Slack or Teams, right now.
  • Turn on a recipe for an app that is already connected (admins only).
Saving and posting wait for your approval, like everything else the agent does that reaches outside Suresign. See Staying in control.

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Next steps

Webhooks

Hear about document events in your own systems.

Plans and billing

See which plans include each app.