precisely

n8n community node for the Precisely contract automation and e-signature API

Package Information

Released: 2 mo ago
Downloads: 0 weekly / 0 monthly
Latest Version: 0.1.0

Available Nodes

Documentation generating…

Precisely icon
Precisely
Manage contracts, documents and signatures with the Precisely API
Precisely Trigger icon
Precisely Trigger
Starts the workflow when events happen in Precisely

Documentation

n8n-nodes-precisely

This is an n8n community node. It lets you use Precisely — a contract automation and e-signature platform — in your n8n workflows.

With it you can automate contract lifecycles: draft projects from templates, import and send documents for signing, manage signees, reviewers, reminders and metadata, and read everything back out again.

n8n is a fair-code licensed workflow automation platform.

Installation
Credentials
Operations
Usage notes
Compatibility
Resources

Installation

Follow the installation guide in the n8n community nodes documentation.

In short, on self-hosted n8n: Settings → Community Nodes → Install, then enter n8n-nodes-precisely.

Credentials

The node authenticates with a Precisely API key, sent in the X-API-KEY request header.

  1. Sign in to Precisely.
  2. Create an API token — see API tokens in Precisely.
  3. In n8n, create a new Precisely API credential and paste the token into the API Key field.

When you save the credential, n8n validates it by calling GET /organizations. All requests go to https://api.precisely.se and are rate-limited to 30 requests/minute per organization.

The API also supports JWT bearer auth via /authenticate; this node uses the API-key method only.

Operations

Nearly every operation is scoped to an Organization. The Organization field is a searchable dropdown (backed by GET /organizations); you can also switch it to By ID and enter or map an organization ID directly.

Organization
  • Get
  • Get Many
Document
  • Create (import a file from a binary field)
  • Get / Get Many
  • Search (filter by document property or metadata)
  • Update / Delete
  • Download PDF (returns a binary file)
  • Get Share Link
  • Get Many Versions / Update Version (set published state)
  • Get / Send / Cancel Signature Request
  • Send Signature Reminder
Project
  • Get / Get Many
  • Update / Delete
  • Get Approvals · Approve (Initial) · Approve (Final) · Approve (By ID) · Delete Approval
  • Get Many Documents · Create Document · Import Document
  • Send / Cancel Signature Request
  • Add Signee · Remove Signee
Template
  • Get / Get Many
  • Get Many References · Get Reference · Get Reference Options · Set Reference Options
  • Create Project (draft a project from the template)
  • Update Project
Signee (document signees)
  • Get / Get Many
  • Create · Reorder · Delete
Reviewer (document reviewers)
  • Get Many
  • Create · Delete
Reminder
  • Get Many (organization) · Get Many for Document
  • Create · Delete
Metadata Point (document metadata)
  • Get Many
  • Create · Update · Delete
Link (document links)
  • Get Many
  • Create · Delete

The node covers every endpoint in these resource areas of the Precisely public API.

Precisely Trigger

A separate Precisely Trigger node starts workflows from Precisely's resthook events. It registers a webhook subscription automatically when the workflow is activated and removes it on deactivation.

  • Trigger On events: Document Signed, Document Status Changed, User Has a Document to Sign, User Has a Document to Review, User Has a Project to Approve.
  • Verify Signature (optional): validates each delivery's Precisely-Signature header (HMAC-SHA256 over t.payload\n, keyed with the subscription's endpoint secret) and rejects mismatches with 401.

Webhook registration requires a public HTTPS callback URL — see Local development & testing.

Usage notes

  • Selecting an organization — use the From List mode to pick by name, or By ID to type/expression an ID.
  • List operations — every Get Many offers a Return All toggle and a Limit. Document and Project lists paginate server-side; the others cap the returned array client-side.
  • Importing documents — Document → Create and Project → Import Document read the file from an input binary field (default data) and upload it. Put a Read/Binary node (e.g. HTTP Request, Read Binary File) upstream.
  • Download PDF — returns the document as binary data in the field you name (default data); attach a Write Binary File or upload node downstream.
  • Delete / Cancel operations return { "deleted": true } on success.
  • Search — add Filters (document status or title) and/or Metadata Filters (metadata key + operator + value). At least one filter is required.
  • Signees, References — provided as structured, repeatable fields (add one row per signee / reference). The project Create Document Content is a free-form object, so it is entered as JSON.

Local development & testing

npm install
npm run build          # compile + copy icons/codex into dist
npm run dev            # launch local n8n with the node loaded (localhost)

To test the Precisely Trigger, Precisely needs a public HTTPS URL to call back. Use the tunnel helper, which builds the node, opens a Cloudflare quick tunnel, and starts n8n with WEBHOOK_URL pointed at it:

brew install cloudflared          # one-time
npm run dev:tunnel                # public tunnel + n8n at http://localhost:5678
# variants:
npm run dev:tunnel -- --no-tunnel                 # localhost only
WEBHOOK_URL=https://my.tunnel npm run dev:tunnel  # bring your own tunnel

Activate a workflow containing the Precisely Trigger; the node registers a subscription against Precisely with the tunnel callback URL and removes it on deactivation.

Compatibility

Requires n8n 1.60.0 or later.

Resources

Discussion