Getting Access

Before you can use the Formify API, you need an OAuth 2.0 client. There are three ways to get one:

1. Manual registration (this page) — Email Formify to get a confidential client with client_id and client_secret. Best for traditional server-to-server integrations.
2. Client ID Metadata Document — Host a JSON file at a public URL. That URL becomes your client_id. Best for MCP servers and self-hosted AI tools.
3. Dynamic Client Registration — Register via API and receive a GUID client_id. Best for third-party platforms and clients that cannot host a metadata document.

Options 2 and 3 are self-service and covered in OAuth for AI & Third-Party Clients. The rest of this page describes option 1: manual registration.

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]