Sertifi is an electronic signature and digital transaction management service for the electronic exchanges of contracts and signed documents.

Integrations and Connectors

AgilePoint NX integrates in these ways with Sertifi:

  • Activities in Process Builder

Activities in Process Builder

You can use out-of-the-box activities for Sertifi to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for Sertifi

Process Activities for Sertifi

The following activities are available for Sertifi:

  • Sertifi eSign Request
  • Sertifi eSign Status Check
  • Sertifi eSign Document Download

Related Topics


Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Sertifi Documentation

Use these links to find third-party vendor documentation for Sertifi:

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Sertifi, digital signature, e-signature, e-sign, esign