Before you can use the Formify API, you must have a Formify account. OAuth 2.0 clients are created for Formify accounts and are used to obtain access tokens for API requests.

Step 1: Create a Formify account

If you do not already have a Formify account, create one first. Your account is required before Formify can set up an OAuth 2.0 client for your integration.

Step 2: Request OAuth access

Once your Formify account is ready, send the following information to api@formify.eu.

Required information

Company information

Contacts

OAuth setup

Use case description

Include a short description of how you plan to use Formify.

Example: "Send agreements for e-signing and retrieve status updates and signed PDFs back to the customer case."

Email template

You can use the template below when requesting access, or click here to open a pre-filled email:

To: api@formify.eu
Subject: Request for OAuth 2.0 client setup

Hello Formify team,

We would like to request OAuth 2.0 client credentials for our Formify integration.

Formify account email:
[Your Formify account email]

Company information:
- Company name: [Company name]
- Company registration number: [Registration number]

Contacts:
- Technical contact: [Name, email, phone]
- Business or partner contact: [Name, email, phone]

OAuth setup:
- Desired integration name: [Integration name]
- Redirect URI(s):
  - [https://app.your-domain.com/integrations/formify/callback]
  - [Additional redirect URI if needed]

Use case:
[Short description of how you plan to use Formify]

Please let us know if you need any additional information.

Best regards,
[Your name]
[Company name]

Once this information has been received and approved, Formify can:

  • Create your OAuth client (client_id and client_secret)
  • Configure your redirect URIs
  • Provide the information you need to start development and testing

Your Formify account will also include an Integration page under Settings, where you can view your Client ID and Client Secret while signed in.