This documentation will guide you through integrating your systems or other SaaS products with Summize via our APIs, allowing you to submit requests directly and receive updates through webhooks.
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Overview
API Integration
Webhook Target
Webhook Event
Overview
Integrating with Summize allows your applications to directly submit legal requests, including creating template contracts, reviewing contracts, and asking non-contract legal questions. Additionally, you can track post-signature contracts. Our API ensures seamless communication between your systems and Summize, while our webhooks provide real-time updates on request processing and contract management.
Benefits of Integration
- Automation: Automate sending legal requests and receiving responses, reducing manual effort.
- Efficiency: Streamline legal processes, from pre-signature requests to post-signature contract management.
- Real-Time Updates: Receive instant notifications and updates through webhooks, keeping your systems in sync.
API Integration
See our API integration documentation here.
Webhook - Setup
Webhook Target
This can be set up within the integration menu. Choose 'Settings' on the left and click on 'Integrations'. Navigate down to 'Generic Outbound' and choose '+ Add outbound integration'. Here you need to enter the Webhook URL and give the webhook a name, you can also enter a webhook secret if required. Once finished, click 'Save' at the bottom of the page.
For testing/validation this documentation uses https://webhook.site/
Webhook Events
Once your webhook has been saved you need to choose which type of notifications you will be sending via webhook from Summize. To add notifications, navigate to Settings > Notifications on the left hand side of the page. There are several types of notification here, including:
- Inbox Notifications: For notifying you when a contract has arrived in your Summize inbox and is ready to be sorted.
- Create Notifications: For notifications related to create/drafting requests.
- Review Notifications: For notifications of new review requests, the documents and context given.
- Repository Notifications: For contracts post signature entering the repository, or their summaries/statuses being changed in the repository.
To read a more comprehensive guide to notifications, click here.
Webhook Events - Example
Perform an operation in Summize cause webhook events to be generated - a simple action is to change the status on a contract.
