API - Download files from other platforms
We have recently build an integration with our eSign provider (not natively supported by SmartSimple), using workflow tasks to send the contracts for execution, updating signee data on contracts already sent to the eSign platform, and monitoring via a Scheduled report the current status of the contract once per day.
However, there is one webservice from eSign platform that we have not been able to use although we really wanted to... Which is to get the signed file from the eSign platform to SmartSimple. This is due to the WF Type Task Web Service - RESTful Request not supporting the option to store the JSON response from the webservice into a Upload - Multiple file storage field type. The wiki mentions the option to store the response to a SmartFolder, but we don't seem to have that option available either (and we would still have an issue of associating the file to the record).
Victor de la Fuente
shared this idea
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We support a number of e-signature vendors. Can you provide more details on which vendor you are looking at and the reason why you can't leverage any of the existing e-signature vendors we support?
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Victor de la Fuente
commented
Hi John, la Caixa currently works with Signaturit, although they have been acquired by Namirial and I think by end-of-year we will transition to their product. However, we do not connect directly to their services, as we use a middleware to ensure that even if we change vendor (as it will happen), all la Caixa platform integrated with eSign services do not see a disruption to their service (only the middleware needs to adjust). This is necessary as la Caixa has quite a few products connecting with the eSign platform (at least 15), so it is the most efficient way to handle this in our case.
In any case, we believe this option would benefit all SmartSimple clients, as they would be able to retrieve documentation from other platforms into their SmartSimple instance via a WF Type Task Web Service - RESTful Request GET operation. For example, it could allow clients that integrate with their Finance system to retrieve a document into an project indicating that the payment transfer has been completed.