How to Integrate ePact with Your Existing Workflow
How to Integrate ePact with Your Existing Workflow
"We already have systems for everything – how does ePact fit in?" The question is understandable. No one wants another isolated tool requiring manual data transfer and double work. The good news: ePact is designed to work together with the systems you already use.
Why Integration Is Crucial
A digital signature system creates the most value when it's connected to the rest of your technology stack. Without integration, you have to manually move data between systems, risk errors when copying information, lose overview of connections, and spend time on tasks that could be automated.
With integration, data flows automatically, and contract management becomes a natural part of your existing processes.
The Most Common Integrations
1. CRM Systems
Connect ePact with your CRM like Salesforce, HubSpot, or Pipedrive. When a customer is ready to sign, you can send the contract directly from the CRM. Signature status syncs back so sales teams always have an overview. Customer information transfers automatically to the contract.
2. Accounting Systems
Integration with systems like Xero, QuickBooks, or FreshBooks makes it possible to create customers automatically when the contract is signed, start invoicing based on contract terms, and keep master data synchronised across systems.
3. HR Systems
For employment contracts and HR documents, ePact can be connected with HR management systems. New employees receive contracts automatically, signed documents are archived in the employee file, and onboarding flows start when the contract is in place.
4. Document Management
Connect with SharePoint, Google Drive, or Dropbox for automatic archiving of signed contracts in the right folder, access to templates directly from your document system, and centralised backup of all agreements.
Integration Methods
1. Direct Integrations
ePact offers ready-made integrations for popular systems. Setup typically takes just a few minutes and requires no technical background.
2. API Access
For more advanced needs, ePact's API allows you to build custom integrations. Your developer can connect ePact with internal systems, automate complex workflows, and pull data for reporting and analysis.
3. Zapier and Make
If you use automation tools like Zapier or Make, you can connect ePact with thousands of other applications without writing code. Create "zaps" that automatically send contracts when certain events occur.
Step-by-Step: Getting Started with Integration
1. Map Your Current Processes
What systems do you use today, and how does data flow between them? Identify where contract management fits in and which manual steps could be automated.
2. Prioritise by Value
Start with the integration that provides the greatest impact. For most companies, this is CRM integration because it addresses the core process: From prospect to signed agreement.
3. Test on a Small Scale
Before rolling out to the entire organisation, test the integration with a small team. Identify any problems and adjust the setup.
4. Train the Users
An integration is only valuable if people use it. Ensure a brief introduction for the employees who will work with the new workflow.
A Practical Example
A consulting firm integrates ePact with HubSpot and their accounting software. When a deal in HubSpot is marked as "Ready for contract", a project agreement is automatically generated in ePact with the customer's information. The customer receives the contract and signs with MitID. When the signature is in place, HubSpot is automatically updated, and the customer is created in the accounting system ready for invoicing.
The result: No manual data entry, fewer errors, and faster process from sale to kickoff.
The Bottom Line
ePact isn't another isolated system – it's a building block in your digital infrastructure. With the right integrations, contract management becomes an automated part of your existing processes.
Start with one integration, experience the value, and expand from there. Because it's not about replacing your systems – it's about making them work better together.
