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Academy Release Notes
  1. SpotDraft
  2. Integrations

Integrations

Salesforce

  • Key features of SpotDraft's Salesforce integration
  • Install SpotDraft app from Salesforce AppExchange
  • Configure the integration - Field mapping and other settings

Salesforce - Legacy [Deprecated]

  • Understanding the Salesforce Integration
  • Installing the Salesforce Integration
  • Salesforce Advanced Installation

Hubspot

  • Key features of SpotDraft's Hubspot integration
  • Configure the integration - Field mapping and other settings

HubSpot - Legacy [Deprecated]

  • Sync SpotDraft Contract Metadata Details to HubSpot
  • Understanding the HubSpot Integration
  • Installing the HubSpot Integration

Other CRMs

  • Zoho CRM

Single Sign-On (SSO)

  • SAML SSO Setup
  • User Provisioning (SCIM) Setup
  • Okta SCIM Setup
  • Okta SAML Setup
  • Azure Setup
  • OneLogin Setup

See all 9 articles

eSigning

  • Configuring DocuSign Advanced Electronic Signature (AES) in SpotDraft
  • DocuSign

Cloud Storage

  • Microsoft OneDrive
  • Box
  • Dropbox
  • Sharepoint
  • Google Drive

Email

  • Outlook Addin
  • Gmail Plugin

HRMS

  • Fetch from Greenhouse

Collaboration

  • Slack Notifications
  • Native Integration For Slack
  • MS Teams Integration

Ticketing

  • Google Forms

Jira Integration

  • Jira Comment Sync
  • Jira - Creating Contracts on SpotDraft

Public API

  • Developer Settings

Others

  • Auto-Assign Users to Teams via API
  • Access Control Using Metadata Fields
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