Try RMail PRE-Crime Services – The RSign® service for Nest integration allows Nest users to send quotation documents for electronic signature directly from their Nest client account using the RSign® system. It enables users to automatically receive the signed documents in the corresponding Nest Customer record.
Important note: Before starting to set up the RSign® service integration on the Nest platform, users need to contact the Nest support team to enable the credentials of an RSign® Customer Admin account.
This article covers the following topics:
Pre-requisites
- An RSign® Customer Admin account.
- A Nest CRM account with Quotation permissions.
Integration Initial Setup in the RSign® system
Important note: The RSign® system configuration is used for getting statuses and final signed documents stored back into Nest in real time.
1. Click on the Webhooks module, located in the Company Settings tab.
Note: If you do not see the Webhooks module in the RSign® system, please contact your Customer Success representative or RPost® Support team.
2. To add a new event, click on the Add/Edit webhook tab.
3. Select Envelope Completed from the Event dropdown.
4. Enter the required fields:
- Secret Key header name: Any string can be used.
- Parameters: Check all parameters.
- URL: The URL parameter will be provided to you by the Nest support team.
Note: In the Nest platform, the Secret Header Name and Secret Key are not used when Webhooks are triggered from RSign. Since this is a mandatory column, you can configure any header name. This will not impact the Webhook event.
Advanced Settings
1. Configure the Advanced settings as in the following image:
Integration initial setup in Nest
Contact your Nest support representative to send your RSign® credentials in the Nest platform and the corresponding information for creating and setting up a Nest CRM account with Quotations permissions. The Nest Team will review the information and create your account.
After that, you’ll be ready to start using the RSign® integration for Nest.
Please click on the following article to read the RSign service for Nest - User Guide.