Setting up a Connection

Prev Next

The OneSpan Sign connector enables you to integrate digital signature workflows into your automation processes. It provides:

  • Pre-built actions and triggers for the OneSpan Sign API

  • Secure authentication options

  • Easy integration into Workato recipes for signing documents

Prerequisites

Before creating a connection, ensure you have valid API credentials. You can obtain these from your OneSpan Sign admin portal.

It is recommended that you use one of the following authentication methods:

  • OAuth 2.0

  • API Keys

  • API Tokens

If these features are not enabled for your account, contact our Support Team.

Connection setup

  1. Sign in to your Workato account.

  2. Go to Connections and create a new connection using the OneSpan Sign connector.

  3. Enter a Connection name to identify this connection.

Workato connection setup screen for OneSpan Sign.

4. Select the Location where the connection will be stored.

  1. Enter the Base URL of your OneSpan Sign environment. For example: sandbox.esignlive.com.

  2. Choose an Authorization type for your OneSpan Sign connection. Available options include:

    • API Key

    • OAuth2 Client Credentials

    • Client App Credentials

    • Login Credentials

For example, to use OAuth2 Client Credentials:

  • Select OAuth2 as the Authentication type.

  • Provide the Client ID and Client secret from your OneSpan Sign admin portal.

  • Click Connect to establish the connection.

Once the connection is created, you can begin using OneSpan Sign actions, triggers, and custom actions in your recipes.

.