BreezeDoc connector for Okou
Connect BreezeDoc to read and manage signed documents, recipients, templates, teams, and invoices through its REST API.
Docs & knowledge · Personal Access Token
Use BreezeDoc in Okou
BreezeDoc REST API for e-signature documents, recipients, templates, teams, and invoices.
Once connected, supported BreezeDoc actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with BreezeDoc
- Read the authenticated BreezeDoc user's ID and email.
- Create an unsigned BreezeDoc document and its recipient records.
- Read account recipients and their signing status fields.
- Create a document from an existing BreezeDoc template.
- Read documents and templates shared with an authorized team.
- Create an invoice; setting send=true can email it to the customer immediately.
- Read documents, document metadata, recipient status, and document links.
- Read reusable templates and their document metadata.
How the BreezeDoc connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect BreezeDoc
Choose Personal Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect BreezeDoc securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Personal Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What BreezeDoc covers
The topics this connector's published operations touch.
- e signatures
- electronic signatures
- document signing
- contracts
- templates
- recipients
BreezeDoc connector questions
- What can Okou do with BreezeDoc?
- Connect BreezeDoc to read and manage signed documents, recipients, templates, teams, and invoices through its REST API. Documented actions include: Read the authenticated BreezeDoc user's ID and email. Create an unsigned BreezeDoc document and its recipient records.
- How do I connect BreezeDoc to Okou?
- Connect BreezeDoc using Personal Access Token. The connection controls which supported actions a workflow can use.
- Can BreezeDoc run in an automated workflow?
- Yes. After it is connected, supported BreezeDoc actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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