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Make

LIVEAutomation

Build complex document automations with visual workflows

Overview

Make (formerly Integromat) enables you to build multi-step automations that connect Zdottedline to hundreds of apps. More powerful than Zapier for complex workflows with branching, loops, and data transformation.

Use Make's visual workflow builder to create scenarios like: when a form is submitted, generate a contract, send for signing, and when signed, create an invoice and notify the team.

Features

  • Visual workflow builder with branching logic
  • Webhooks for real-time event triggers
  • Data transformation and formatting
  • Error handling and retry logic
  • Hundreds of connected apps
  • More complex workflows than Zapier supports

How to Set Up

  1. 1

    Create a Make account at make.com

  2. 2

    Add the Zdottedline module to your scenario

  3. 3

    Authenticate with your Zdottedline API token

  4. 4

    Configure triggers (document events) and actions

  5. 5

    Test your scenario and activate it

Get Started

Available on Professional plan and above.

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