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
- Company name
- Company registration number
Contacts
- Technical contact: name, email, phone
- Business or partner contact: name, email, phone
OAuth setup
- Desired integration name — This is shown to the customer when they activate the integration.
-
One or more OAuth redirect URIs — Example:
https://app.your-domain.com/integrations/formify/callback
Note: You can add more redirect URIs later through your Formify account settings.
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_idandclient_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.