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Integrations · Bitrix24 · TrustMe · e-signature

TrustMe e-signature integration

Client: sattar.kz Category: Integrations Stack: Bitrix24 Smart Process, TrustMe API, PHP, webhook, cURL Timeline: 2–4 weeks
Problem

Sending contracts for e-signature was implemented separately on several CRM portals: no shared storage of signing status and no protection of the webhook against re-processing.

Constraints

Different smart processes and field sets on each portal, the need not to lose status on repeated webhooks, secrets that could not stay in the code.

What I did
  • A "send for signature" action right from the deal card
  • Receiving the signing status via a protected webhook
  • Audit of the existing integration: a map of data flows and failure points
  • Moving the logic into a separate module — API client, service, handlers, status storage
  • Idempotent handling of repeated webhook deliveries
Screenshots
Screenshot coming soon The "send for signature" button on the deal card
Screenshot coming soon Signing status on the deal card after the webhook responds
Screenshot coming soon History of signing statuses

Architecture
Bitrix24 Smart Process TrustMe Client Webhook Handler Status storage CRM fields/comments
Result

E-signature stopped being a set of similar scripts scattered across portals: the integration got a single architecture, a status history, and a webhook that no longer fears redelivery.

What can be reused
TrustMe API client Idempotent webhook handler Signing-status storage layer Approach to auditing and migrating a legacy integration