CRM Field Integration

Learn how to integrate sajn document fields with your CRM system, enabling you to create documents with editable fields, store field references, and update content directly from your CRM.

Overview

This guide covers a common integration pattern where you:

Create a document with fields - Add TEXT or FORM fields to a document
Store field references in your CRM - Save field IDs or keys for later access
Update fields from your CRM - Sync changes back to sajn when CRM data changes

This pattern is useful for:

Contracts that pull customer data from your CRM
Proposals with pricing that updates based on CRM deals
Agreements with terms that vary per customer record

Understanding Field Identifiers

sajn provides two ways to reference fields when updating:

Field ID

A unique identifier returned when creating a field. Use this when you need to reference specific field instances.

/api/v1/documents/{docId}/fields/field_abc123

Field Key

A custom identifier you assign when creating a field. Use this for a more readable, semantic approach.

/api/v1/documents/{docId}/fields/key:customer-name

Field keys must match the pattern ^[a-z0-9_-]*$ (lowercase letters, numbers, underscores, and hyphens only).

Step 1: Create Document with Fields

Create the Document

First, create a document that will contain your fields:

curl -X POST https://app.sajn.se/api/v1/documents \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Service Agreement - Acme Corp",
    "type": "SIGNABLE",
    "externalId": "crm_deal_12345"
  }'

Response:

{
  "documentId": "doc_xyz789",
  "externalId": "crm_deal_12345",
  "signers": []
}

Use externalId to store your CRM record ID. This makes it easy to find the sajn document from your CRM later.

Add TEXT Fields

TEXT fields contain rich text content that you can update programmatically:

curl -X POST https://app.sajn.se/api/v1/documents/doc_xyz789/fields \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '[
    {
      "type": "TEXT",
      "position": 0,
      "key": "introduction",
      "fieldMeta": {
        "type": "TEXT",
        "content": "This Service Agreement is entered into by Acme Corp."
      }
    },
    {
      "type": "TEXT",
      "position": 1,
      "key": "terms",
      "fieldMeta": {
        "type": "TEXT",
        "content": "Standard terms and conditions apply."
      }
    }
  ]'

Response:

[
  {
    "id": "field_abc123",
    "type": "TEXT",
    "position": 0,
    "key": "introduction"
  },
  {
    "id": "field_def456",
    "type": "TEXT",
    "position": 1,
    "key": "terms"
  }
]

Add FORM Fields

FORM fields contain input elements that signers can fill out, or that you can pre-fill:

curl -X POST https://app.sajn.se/api/v1/documents/doc_xyz789/fields \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '[
    {
      "type": "FORM",
      "position": 2,
      "key": "customer-details",
      "fieldMeta": {
        "type": "FORM",
        "columns": 2,
        "fields": [
          {
            "key": "customer-name",
            "type": "input",
            "row": 0,
            "column": 0,
            "fieldMeta": {
              "type": "input",
              "label": "Customer Name",
              "placeholder": "Enter customer name",
              "value": ""
            }
          },
          {
            "key": "customer-email",
            "type": "input",
            "row": 0,
            "column": 1,
            "fieldMeta": {
              "type": "input",
              "label": "Customer Email",
              "placeholder": "Enter email address",
              "value": ""
            }
          },
          {
            "key": "contract-value",
            "type": "input",
            "row": 1,
            "column": 0,
            "fieldMeta": {
              "type": "input",
              "label": "Contract Value",
              "placeholder": "Enter amount",
              "value": ""
            }
          },
          {
            "key": "start-date",
            "type": "input",
            "row": 1,
            "column": 1,
            "fieldMeta": {
              "type": "input",
              "label": "Start Date",
              "placeholder": "YYYY-MM-DD",
              "value": ""
            }
          }
        ]
      }
    }
  ]'

Step 2: Store Field References in Your CRM

After creating fields, store the references in your CRM so you can update them later.

Recommended Data Model

// CRM record structure for sajn integration
const crmDealRecord = {
  // Your existing CRM fields
  dealId: 'crm_deal_12345',
  customerName: 'Acme Corp',
  customerEmail: 'john@acme.com',
  dealValue: 50000,
  startDate: '2024-06-01',

  // sajn integration fields
  sajn: {
    documentId: 'doc_xyz789',
    status: 'DRAFT',
    fields: {
      // Map CRM field names to sajn field keys
      customerName: 'customer-name',
      customerEmail: 'customer-email',
      dealValue: 'contract-value',
      startDate: 'start-date',
      introduction: 'introduction',
      terms: 'terms'
    }
  }
};

Why Use Keys Instead of IDs?

Using field keys (like customer-name) instead of field IDs (like field_abc123) offers advantages:

Approach	Pros	Cons
Field Keys	Readable, no storage needed, survives document recreation	Must define keys when creating fields
Field IDs	Works with any field, including those without keys	Must store IDs, IDs change if document is recreated

We recommend using field keys for most integrations. They’re more maintainable and you don’t need to store additional IDs in your CRM.

Step 3: Update Fields from Your CRM

When data changes in your CRM, update the corresponding sajn fields.

Fields can only be updated when the document status is DRAFT. Once a document is sent for signing, fields cannot be modified.

Update TEXT Fields

Update text content using the field key:

const updateTextField = async (documentId, fieldKey, newContent) => {
  const response = await fetch(
    `https://app.sajn.se/api/v1/documents/${documentId}/fields/key:${fieldKey}`,
    {
      method: 'PATCH',
      headers: {
        'Authorization': `Bearer ${process.env.SAJN_API_KEY}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        type: 'TEXT',
        fieldMeta: {
          type: 'TEXT',
          content: newContent
        }
      })
    }
  );

  if (!response.ok) {
    throw new Error(`Failed to update field: ${response.statusText}`);
  }

  return response.json();
};

// Example: Update introduction text
await updateTextField(
  'doc_xyz789',
  'introduction',
  'This Service Agreement is entered into by Acme Corp, represented by John Smith.'
);

Update FORM Fields

Update form input values using the subfield key:

const updateFormField = async (documentId, fieldKey, newValue) => {
  const response = await fetch(
    `https://app.sajn.se/api/v1/documents/${documentId}/fields/key:${fieldKey}`,
    {
      method: 'PATCH',
      headers: {
        'Authorization': `Bearer ${process.env.SAJN_API_KEY}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        fieldMeta: {
          type: 'input',
          value: newValue
        }
      })
    }
  );

  if (!response.ok) {
    throw new Error(`Failed to update field: ${response.statusText}`);
  }

  return response.json();
};

// Example: Update customer name field
await updateFormField('doc_xyz789', 'customer-name', 'Acme Corporation');

Batch Update Multiple Fields

Update all CRM-mapped fields at once:

const syncCrmToSajn = async (crmRecord) => {
  const { sajn, customerName, customerEmail, dealValue, startDate } = crmRecord;
  const { documentId, fields } = sajn;

  // Map CRM values to sajn field updates
  const updates = [
    { key: fields.customerName, value: customerName },
    { key: fields.customerEmail, value: customerEmail },
    { key: fields.dealValue, value: dealValue.toString() },
    { key: fields.startDate, value: startDate }
  ];

  // Update all fields in parallel
  const results = await Promise.all(
    updates.map(({ key, value }) =>
      updateFormField(documentId, key, value)
    )
  );

  console.log(`Synced ${results.length} fields to sajn document ${documentId}`);
  return results;
};

Complete Integration Example

Here’s a complete example of a CRM integration service:

class SajnCrmIntegration {
  constructor(apiKey) {
    this.apiKey = apiKey;
    this.baseUrl = 'https://app.sajn.se/api/v1';
  }

  async request(endpoint, options = {}) {
    const response = await fetch(`${this.baseUrl}${endpoint}`, {
      ...options,
      headers: {
        'Authorization': `Bearer ${this.apiKey}`,
        'Content-Type': 'application/json',
        ...options.headers
      }
    });

    if (!response.ok) {
      const error = await response.json().catch(() => ({}));
      throw new Error(error.message || `API error: ${response.status}`);
    }

    return response.json();
  }

  // Create a new document linked to a CRM deal
  async createDocumentForDeal(deal) {
    // Step 1: Create the document
    const document = await this.request('/documents', {
      method: 'POST',
      body: JSON.stringify({
        name: `Service Agreement - ${deal.customerName}`,
        type: 'SIGNABLE',
        externalId: deal.dealId
      })
    });

    // Step 2: Add fields
    const fields = await this.request(`/documents/${document.documentId}/fields`, {
      method: 'POST',
      body: JSON.stringify([
        {
          type: 'TEXT',
          position: 0,
          key: 'header',
          fieldMeta: {
            type: 'TEXT',
            content: `# Service Agreement\n\nPrepared for ${deal.customerName}`
          }
        },
        {
          type: 'FORM',
          position: 1,
          key: 'deal-details',
          fieldMeta: {
            type: 'FORM',
            columns: 2,
            fields: [
              {
                key: 'customer-name',
                type: 'input',
                row: 0,
                column: 0,
                fieldMeta: {
                  type: 'input',
                  label: 'Customer Name',
                  value: deal.customerName
                }
              },
              {
                key: 'customer-email',
                type: 'input',
                row: 0,
                column: 1,
                fieldMeta: {
                  type: 'input',
                  label: 'Email',
                  value: deal.customerEmail
                }
              },
              {
                key: 'contract-value',
                type: 'input',
                row: 1,
                column: 0,
                fieldMeta: {
                  type: 'input',
                  label: 'Contract Value',
                  value: deal.dealValue.toString()
                }
              },
              {
                key: 'start-date',
                type: 'input',
                row: 1,
                column: 1,
                fieldMeta: {
                  type: 'input',
                  label: 'Start Date',
                  value: deal.startDate
                }
              }
            ]
          }
        }
      ])
    });

    // Return mapping for CRM storage
    return {
      documentId: document.documentId,
      fields: {
        header: 'header',
        customerName: 'customer-name',
        customerEmail: 'customer-email',
        contractValue: 'contract-value',
        startDate: 'start-date'
      }
    };
  }

  // Update a single field
  async updateField(documentId, fieldKey, value, fieldType = 'input') {
    const body = fieldType === 'TEXT'
      ? { type: 'TEXT', fieldMeta: { type: 'TEXT', content: value } }
      : { fieldMeta: { type: fieldType, value } };

    return this.request(`/documents/${documentId}/fields/key:${fieldKey}`, {
      method: 'PATCH',
      body: JSON.stringify(body)
    });
  }

  // Sync all CRM fields to sajn
  async syncDealToDocument(deal, fieldMapping) {
    const updates = [];

    // Text field updates
    if (deal.headerText) {
      updates.push(
        this.updateField(deal.sajnDocumentId, fieldMapping.header, deal.headerText, 'TEXT')
      );
    }

    // Form field updates
    if (deal.customerName) {
      updates.push(
        this.updateField(deal.sajnDocumentId, fieldMapping.customerName, deal.customerName)
      );
    }
    if (deal.customerEmail) {
      updates.push(
        this.updateField(deal.sajnDocumentId, fieldMapping.customerEmail, deal.customerEmail)
      );
    }
    if (deal.dealValue) {
      updates.push(
        this.updateField(deal.sajnDocumentId, fieldMapping.contractValue, deal.dealValue.toString())
      );
    }
    if (deal.startDate) {
      updates.push(
        this.updateField(deal.sajnDocumentId, fieldMapping.startDate, deal.startDate)
      );
    }

    return Promise.all(updates);
  }

  // Get document status before updating
  async getDocumentStatus(documentId) {
    const document = await this.request(`/documents/${documentId}`);
    return document.status;
  }

  // Safe update with status check
  async safeUpdateField(documentId, fieldKey, value, fieldType = 'input') {
    const status = await this.getDocumentStatus(documentId);

    if (status !== 'DRAFT') {
      throw new Error(`Cannot update field: document status is ${status}, expected DRAFT`);
    }

    return this.updateField(documentId, fieldKey, value, fieldType);
  }
}

// Usage
const sajn = new SajnCrmIntegration(process.env.SAJN_API_KEY);

// When a new deal is created in CRM
const deal = {
  dealId: 'crm_deal_12345',
  customerName: 'Acme Corp',
  customerEmail: 'john@acme.com',
  dealValue: 50000,
  startDate: '2024-06-01'
};

const mapping = await sajn.createDocumentForDeal(deal);
console.log('Created document:', mapping.documentId);
// Store mapping.documentId and mapping.fields in your CRM

// When deal data is updated in CRM
const updatedDeal = {
  ...deal,
  sajnDocumentId: mapping.documentId,
  dealValue: 75000  // Value changed
};

await sajn.syncDealToDocument(updatedDeal, mapping.fields);
console.log('Synced updated deal to sajn');

Best Practices

Always check document status before updating

Fields can only be updated when the document is in DRAFT status. Check the status before attempting updates to provide better error messages to your users.

const status = await sajn.getDocumentStatus(documentId);
if (status !== 'DRAFT') {
  console.log('Document already sent, cannot update fields');
  return;
}

Use webhooks for two-way sync

Set up webhooks to receive notifications when documents are signed or updated. This enables you to update your CRM when document status changes.

// Webhook handler
app.post('/webhooks/sajn', (req, res) => {
  const { event, documentId, externalId } = req.body;

  if (event === 'document.completed') {
    // Update CRM deal status using externalId
    updateCrmDealStatus(externalId, 'signed');
  }

  res.sendStatus(200);
});

See the Webhooks Guide for setup instructions.

Handle errors gracefully

Individual field updates may fail while others succeed. Handle errors per-field rather than failing the entire sync.

const results = await Promise.allSettled(
  updates.map(update => updateField(update))
);

const failed = results.filter(r => r.status === 'rejected');
if (failed.length > 0) {
  console.error(`${failed.length} field updates failed`);
}

Use meaningful field keys

Choose descriptive field keys that match your CRM field names. This makes debugging and maintenance easier.

// Good keys
'customer-name', 'contract-value', 'start-date'

// Avoid generic keys
'field1', 'input-a', 'text-section'

Troubleshooting

Field Not Found Error

{
  "message": "Field with key \"invalid-key\" not found."
}

Solution: Verify the field key exists. Retrieve the document to see available fields:

curl -X GET https://app.sajn.se/api/v1/documents/doc_xyz789 \
  -H "Authorization: Bearer YOUR_API_KEY"

Cannot Update Field - Document Not in Draft

{
  "message": "Document is not in DRAFT status"
}

Solution: Once a document is sent for signing, fields cannot be modified. You would need to cancel the document, make changes, and resend.

Invalid Field Value

{
  "message": "Invalid value for field type"
}

Solution: Ensure the value format matches the field type. Dates should be YYYY-MM-DD, numbers should be strings.

Next Steps

Create Documents

Learn more about document creation options

Templates and Forms

Use templates for consistent document structure

Webhooks

Set up webhooks for two-way CRM sync

Document Fields API

Full API reference for field operations

Getting Started

Core Concepts

Document Creation

Contacts & CRM

Signing & Delivery

Integrations

CRM Field Integration

CRM Field Integration

Overview

Understanding Field Identifiers

Field ID

Field Key

Step 1: Create Document with Fields

Create the Document

Add TEXT Fields

Add FORM Fields

Step 2: Store Field References in Your CRM

Recommended Data Model

Why Use Keys Instead of IDs?

Step 3: Update Fields from Your CRM

Update TEXT Fields

Update FORM Fields

Batch Update Multiple Fields

Complete Integration Example

Best Practices

Troubleshooting

Field Not Found Error

Cannot Update Field - Document Not in Draft

Invalid Field Value

Next Steps

Create Documents

Templates and Forms

Webhooks

Document Fields API

Getting Started

Core Concepts

Document Creation

Contacts & CRM

Signing & Delivery

Integrations

​CRM Field Integration

​Overview

​Understanding Field Identifiers

​Field ID

​Field Key

​Step 1: Create Document with Fields

​Create the Document

​Add TEXT Fields

​Add FORM Fields

​Step 2: Store Field References in Your CRM

​Recommended Data Model

​Why Use Keys Instead of IDs?

​Step 3: Update Fields from Your CRM

​Update TEXT Fields

​Update FORM Fields

​Batch Update Multiple Fields

​Complete Integration Example

​Best Practices

​Troubleshooting

​Field Not Found Error

​Cannot Update Field - Document Not in Draft

​Invalid Field Value

​Next Steps

Create Documents

Templates and Forms

Webhooks

Document Fields API

CRM Field Integration

Overview

Understanding Field Identifiers

Field ID

Field Key

Step 1: Create Document with Fields

Create the Document

Add TEXT Fields

Add FORM Fields

Step 2: Store Field References in Your CRM

Recommended Data Model

Why Use Keys Instead of IDs?

Step 3: Update Fields from Your CRM

Update TEXT Fields

Update FORM Fields

Batch Update Multiple Fields

Complete Integration Example

Best Practices

Troubleshooting

Field Not Found Error

Cannot Update Field - Document Not in Draft

Invalid Field Value

Next Steps