Integrations
CRM
Understanding the Salesforce Integration
Installing the Salesforce Integration
Zoho CRM
This article contains the process of setting up Zoho CRM to seamlessly integrate with SpotDraft, streamlining your contract creation process.
Understanding the HubSpot Integration
Learn how SpotDraft’s HubSpot integration helps you create contracts in minutes and close deals faster - within HubSpot
Installing the HubSpot Integration
Seamlessly Unite Sales and Legal Workflows for Optimal Business Operations with this Step-by-step installation guide.
Cloud Storage
Microsoft OneDrive
Get your executed SpotDraft contracts auto-uploaded to OneDrive in seconds
Box
Get your signed contracts auto-uploaded to Box and maintain a unified secure storage
Dropbox
Maintain a unified shared storage on Dropbox when SpotDraft auto-uploads your eSigned contracts
Sharepoint
Auto-upload your signed SpotDraft contracts to SharePoint
Google Drive
Auto-upload executed contracts to Google Drive for a secure storage and easy sharing across teams
Collaboration
Slack Integration
Never miss out on a contract action with instant updates and more on Slack
MS Teams
Stay on top of your tasks with real-time contract updates on MS Teams
Google Forms
Generate standard contracts instantly using Google Form submissions
Outlook Plugin
Take the next steps on contracts received via email, right from Outlook
Gmail Plugin
Manage incoming contracts and take the next steps, right from Gmail
eSigning
Dropbox Sign
Send SpotDraft contracts for eSigning via Dropbox Sign
Adobe Sign
eSign SpotDraft contracts seamlessly using Adobe Sign
DocuSign
Send SpotDraft contracts for approvals and eSigning via DocuSign for a seamless contracting experience
Single Sign-On (SSO)
Okta SAML Setup
A step-by-step guide to setup SAML SSO with Okta on SpotDraft
Okta SCIM Setup
A step-by-step guide to setup SCIM-based user provisioning with Okta on SpotDraft
Microsoft Sign-in Setup
A step-by-step guide to setup Microsoft Sign-in on your SpotDraft workspace
Google Sign-in Setup
A step-by-step guide to setup Google Sign-in on your SpotDraft workspace
User Provisioning (SCIM) Setup
A step-by-step guide to configure SCIM-based user provisioning on SpotDraft
SAML SSO Setup
A step-by-step guide to set up SAML SSO on SpotDraft
Azure Setup
A step-by-step guide to setup SAML SSO and SCIM-based user provisioning with Azure on SpotDraft
OneLogin Setup
A step-by-step guide to set up SAML SSO and SCIM-based user provisioning with OneLogin on SpotDraft
Ticketing Systems
Jira
Create SpotDraft contracts using Jira tickets within minutes
Others
Airtable Integration
Create and manage SpotDraft contracts on Airtable
Developer Settings
Step-by-step instructions for configuring Spotdraft API credentials, setting up webhooks, and accessing webhook logs
Access Control Using Key Pointers
Automate access control for contracts using Key Pointer values
Envoy Integration
Auto-upload your executed contracts to SpotDraft with the Envoy Integration