Not every integration needs a developer. If you want to automate your workflow without building against the API, there are a few options.
Pre-built integrations
Annature connects directly with tools including Xero, Xero Practice Manager, Xplan, FYI and HubSpot. Set them up in Settings > Integrations in Annature.
Microsoft Power Automate
Our Power Automate connector connects Annature to SharePoint, Teams, Outlook, Dynamics and hundreds of other apps. You can build flows such as:
Sending an envelope when a file is added to a SharePoint folder.
Saving completed documents back to SharePoint or OneDrive automatically.
Posting a message to Teams when an envelope is signed.
For a worked example, see Setting up a SharePoint sync with Power Automate.
When to use the API instead
If you need a deeper integration, such as embedded signing in your own app or setting up Annature for your own customers, see Introduction to the Annature API.
