November 2023: Zapier Integration & Dashboard Improvements
1) Legito App in Zapier
To allow our power users to quickly and easily build custom integrations using the no-code market standard platform Zapier, our team released a Legito app in Zapier that supports all endpoints contained in Legito’s robust REST API.
For example, it is possible to manage Users, send data to a Legito Template and create a Legito Document, export documents to Word and PDF, change the Workflow Stage of documents, or manage Object Records.
Request early access to the Legito app in Zapier.
2) Manage Signatures Widget
Now it is possible to add the Manage Signatures widget to the Dashboard.
Manage Signatures has the same functionality as the Manage Signatures section, in particular, allowing the start and manage signature processes using Legito Sign.
You can define the widget name, sorting, sort order, and how many items should be displayed in the widget.
3) New Default Dashboard
We took your feedback and redesigned the default Dashboard for newly created Workspaces. The new default Dashboard contains the Widget types released during the last several months.
Legito will roll out all new features in the coming days to all server locations.
November 2023: Zapier Integration & Dashboard Improvements
1) Legito App in Zapier
To allow our power users to quickly and easily build custom integrations using the no-code market standard platform Zapier, our team released a Legito app in Zapier that supports all endpoints contained in Legito’s robust REST API.
For example, it is possible to manage Users, send data to a Legito Template and create a Legito Document, export documents to Word and PDF, change the Workflow Stage of documents, or manage Object Records.
Request early access to the Legito app in Zapier.
2) Manage Signatures Widget
Now it is possible to add the Manage Signatures widget to the Dashboard.
Manage Signatures has the same functionality as the Manage Signatures section, in particular, allowing the start and manage signature processes using Legito Sign.
You can define the widget name, sorting, sort order, and how many items should be displayed in the widget.
3) New Default Dashboard
We took your feedback and redesigned the default Dashboard for newly created Workspaces. The new default Dashboard contains the Widget types released during the last several months.
Legito will roll out all new features in the coming days to all server locations.
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