Integrations
Getting started!
Summize Overview
How to Log In
Launching Summize to the Wider Business
Support
Hero Academy
On demand sessions
SummizED
Product Updates
Webinars
Integrations
Summize Integrations Guide
SSO
Salesforce
Jira
HubSpot
Outlook
Gmail
Summize Assistant in Teams and Slack
E-Signature
Webhooks and APIs
Remote Backup
Inbox
What is the Summize Inbox?
Inbox Integrations
Repository
Introduction to the Repository Dashboard
Introduction to the Summize Folders
Introduction to the Repository Table
Uploading contracts to the Repository
Editing Summaries, Collaboration, Contract Relationships...
Calendar
Requests
Introduction to the Request Table
Introduction to Request Templates
Editing with Word Online
Managing Requests
Create Requests
Tagging your Templates
Uploading and Editing a Create Template to Summize
Using Summize for Create requests
Review Requests
Creating a Review Template
Using Summize for Review Requests
Ask Legal Requests
Introduction to Ask Legal
How to Create an Ask Legal Template
How to Use Summize for Ask Legal Requests
Word Add-In
How to install the Word Add-in
How to Use the Word Add-in
AI Assistant in Word
AI Redlining
Review Pro
Playbooks
How to create Playbooks
How to use Playbooks
Clause Manager
Introduction
Contract Types
Configuring Clauses
Analytics
Users and Permissions
How to Add Users & Restrict Permissions
Ask SIA
Ask SIA
Summize Agents
Custom Agents
Back to home
Integrations
Getting started!
Summize Overview
How to Log In
Launching Summize to the Wider Business
Support
Hero Academy
On demand sessions
SummizED
Product Updates
Webinars
Integrations
Summize Integrations Guide
SSO
Salesforce
Jira
HubSpot
Outlook
Gmail
Summize Assistant in Teams and Slack
E-Signature
Webhooks and APIs
Remote Backup
Inbox
What is the Summize Inbox?
Inbox Integrations
Repository
Introduction to the Repository Dashboard
Introduction to the Summize Folders
Introduction to the Repository Table
Uploading contracts to the Repository
Editing Summaries, Collaboration, Contract Relationships...
Calendar
Requests
Introduction to the Request Table
Introduction to Request Templates
Editing with Word Online
Managing Requests
Create Requests
Tagging your Templates
Uploading and Editing a Create Template to Summize
Using Summize for Create requests
Review Requests
Creating a Review Template
Using Summize for Review Requests
Ask Legal Requests
Introduction to Ask Legal
How to Create an Ask Legal Template
How to Use Summize for Ask Legal Requests
Word Add-In
How to install the Word Add-in
How to Use the Word Add-in
AI Assistant in Word
AI Redlining
Review Pro
Playbooks
How to create Playbooks
How to use Playbooks
Clause Manager
Introduction
Contract Types
Configuring Clauses
Analytics
Users and Permissions
How to Add Users & Restrict Permissions
Ask SIA
Ask SIA
Summize Agents
Custom Agents
Integrations
Everything you need to know about our third-party integrations
Summize Integrations Guide
Summize Supported Versions
SSO
How to Configure SSO for Microsoft Entra ID (formerly Azure Active Directory)
How to configure SSO for Okta
How to configure SSO for Google
Salesforce
How to use the Summize Salesforce integration
Setting up the Salesforce Integration
Migrating from Salesforce package V1 to V2
How to map Salesforce fields in Request Templates
How to build reports using Summize data in Salesforce
How to configure Clause and Custom Field mapping
Mapping Salesforce Data into Summize: Current Capabilities and Workarounds
See more
Jira
Setting up the Jira integration on Summize
How to use the Jira integration on Summize
HubSpot
How to use the HubSpot integration
Setting up the HubSpot integration
How to map HubSpot properties in Request Templates
Syncing data from Summize to HubSpot
Outlook
How to install the Outlook Inbox Assistant
How to use the Outlook Inbox Assistant
Deploying the Summize Inbox Assistant via Microsoft 365 Admin Center
Summize Outlook Add-in: Action required for new Microsoft authentication update
Gmail
How to install the Gmail Summize Assistant
How to use the Gmail Summize Assistant
Summize Assistant in Teams and Slack
Summize Assistant Bot in Teams
Summize Assistant in Slack
Summize Assistant Help Guide
E-Signature
Integrating Summize with DocuSign
Integrating Summize with Oneflow
Integrating Summize with Adobe Sign
How to re-authenticate your e-signature account
Webhooks and APIs
Developer Documentation: Notification Integrations
Developer Documentation: Webhooks
Developer Documentation: External API
Remote Backup
How to configure the Google Drive backup
How to configure the SharePoint backup
