Your process, your rules – A quick look at Zefort’s integration options

Zefort provides a comprehensive contract management solution, featuring smooth e-signing with Zefort Sign, online document creation with Zefort Document Automation, and, of course, our popular contract archive for all your post-sign needs.

At the same time, many of our customers have their preferred tools to shape their CLM process, perfect for their workflows. That’s why we’ve built Zefort to integrate with those processes and work seamlessly with other solutions.

In this post, we’ll take a brief look at what makes Zefort so flexible – our integration options.

Hook up with your go-to e-signing service

The electronic signing of a contract or agreement is a crucial phase in the contract lifecycle process. However, what happens to the contract after it’s signed is also vital. We often become too lazy and celebrate the deal so much that we forget to archive the contract properly.

That’s where automation kicks in. With Zefort’s e-signature service integrations, you can make sure your contracts are automatically pushed to a contract archive.

We currently support a wide range of e-signing services, including DocuSign, Scrive, Skribble, Telia Sign, Verified, and Visma Sign. Check out our support article on how you can connect these services with just a few clicks.

Work directly from your HR or CRM system

Some tools, such as HR or CRM solutions, offer a specific solution and feature set designed to manage a particular process or data. While you can use external services to complete a flow, you may sometimes want to initiate a process – such as e-signing – directly from the solution you are using.

For HR, we’ve built a direct integration with Sympa, a leading HR solution. The integration enables you to start the signing process for any HR documents directly within Sympa. Simply create a signing request, and Zefort Sign picks it up from there.

Do you want to integrate your favorite HR or CRM system with a contract management solution? We’d love to hear from you – get in touch!

Interact with your contracts using ChatGPT

Having a flexible AI assistant, such as ChatGPT, to assist with contract work sounds great. An AI assistant can analyze and summarize contracts, translate clauses, look up terminology, and perform a range of other tasks.

However, if you have to copy & paste document sections or entire files to an external system, it’s often both time-consuming and risky from a confidentiality standpoint.

That’s why we added ChatGPT support right inside Zefort. You can get answers to your questions in seconds, with better accuracy and GDPR-compliant privacy.

Do almost anything with Zapier

Zapier is a powerful automation service that enables you to create custom processes involving a wide range of tools and services. It may require some tinkering and thought, but once you get started, it’s a potent and reliable automation tool.

With Zefort’s Zapier integration, you can send newly-signed contracts to Zefort, set triggers to sync modified data, set up notifications, and much more.

Build whatever you need with APIs

This integration option requires your team to have some software development muscles, but rewards you with the power to do essentially anything.

Zefort offers secure, documented APIs that enable you to build your own customized contract management solution. You can perform any Zefort UI action through the API. Naturally, we’ve ensured that using the APIs is secure and that you can safely experiment with them in a sandbox environment.

To learn more about our APIs, check out Zefort for Developers.