Integrations management

To connect Formality to your existing tools, go to your workspace's Integrations Hub. There you will find the connectors available today as well as those coming soon.

Integration categories

✒️ Electronic signature

Keep your document repository always up to date. As soon as an envelope is signed by the counterparty, the document is automatically added to Formality, with no further action required from you.

• Universign

• Docusign

• YouSign (coming soon)

🤝 CRM & Customer relations

Link your contracts to sales opportunities. You see the status of a deal and the associated Agreement in real time, aligning sales, legal and finance teams.

• HubSpot

• Salesforce (coming soon)

💬 Collaboration & Communication

Stay informed without having to log into Formality. You can query the Assistant directly in your communication channels, and receive alerts about key deadlines in the tool you already use constantly.

• Microsoft Teams

• Microsoft Outlook

• Slack

🏢 Need a specific integration?

Our API is already available to create your own connectors:

• Asset management tools: Yardi, MRI Software

• Maintenance and technical tracking tools: Planon, Autodesk Construction Cloud

Why use integrations?

• Access Formality directly from your daily tools

• Automate contract import and tracking to avoid manual errors

• Give your teams a unified view between contracts, operations and financial data

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Would you like to learn more about our roadmap or request a particular integration?Contact our Customer Success team !