Precisely ApproveThis

Track signature requests inside project databases

When a contract is sent for signature in Precisely, add a record in ApproveThis to monitor signature progress alongside team tasks.

Try:

See all Precisely + ApproveThis integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Precisely Explore Precisely →

Triggers
New note created

Fires when a new note or document is created in Precisely.

Note updated

Fires when an existing note or document changes in Precisely.

Document sent for signature

Fires when a document in Precisely is sent out for signature.

Actions
Create a document from a template

Generates a new document in Precisely from a saved template.

Create or append to a note

Creates a note in Precisely or adds text to an existing one.

Convert a document to PDF

Converts a file in Precisely to PDF.

Send a document for signature

Sends a document from Precisely out for signature.

ApproveThis Explore ApproveThis →

Triggers
New page created

Fires when a new page or doc is created in ApproveThis.

Record added

Fires when a new record is added to a database or table in ApproveThis.

Doc published

Fires when a doc in ApproveThis is published or shared.

Status changed

Fires when a status field changes on a record in ApproveThis.

Actions
Create page from template

Starts a new page in ApproveThis from a saved template.

Add or update record

Creates or updates a record in ApproveThis.

Append text

Adds text to the end of an existing doc in ApproveThis.

Move page

Moves a page in ApproveThis into a different space.

Generate official agreement documents from new project entries When a new record is added in ApproveThis, create a document from a template in Precisely populated with record details. See details
Sync updated notes into team workspace pages When a note is updated in Precisely, append text to the matching project page in ApproveThis so documentation stays current. See details

See all Precisely + ApproveThis integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Track signature requests inside project databases” between Precisely and ApproveThis?

Yes — describe it in the box above and Knit's Integrations Agent researches Precisely and ApproveThis's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can signature tracking in Precisely update records in ApproveThis?

Yes, sending a contract for signature in Precisely can create or update progress records inside project databases in ApproveThis.

How does updating project databases in ApproveThis assist document creation in Precisely?

Adding new project records in ApproveThis can create documents from pre-set templates in Precisely ready for signature.

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