Integrations

Articles on how to best integrate ContractSafe with DocuSign, Single Sign On, SalesForce, and others.

• How to integrate with DocuSign - Standard One-Way
• How to remove your old Docusign integration.
• How to Add DocuSign Two-Way Integration
• What is the difference between one-way and two-way integration with DocuSign?
• How to Assign a Folder, Prevent Specific Documents, and Update ContractSafe Fields Using Your DocuSign Integration
• ContractSafe - Salesforce Integration
• SSO (SAML 2.0) Integration with OneLogin
• Does ContractSafe have an open API?
• How do I limit the DocuSign documents that flow into ContractSafe?
• Instructions for ADFS Single Sign On Setup
• How do I integrate Zapier with ContractSafe?
• Instructions for Azure (Active Directory) SAML 2.0 Single Sign On Setup
• How to use our Salesforce integration
• Instructions for Centrify SAML 2.0 Single Sign On Setup
• SSO (SAML 2.0) Integration with Okta
• How do I login with Microsoft / O365?