Zapier
LIVEAutomationConnect Zdottedline to 6,000+ apps with zero code
Overview
Zapier lets you connect Zdottedline to over 6,000 apps including Salesforce, Gmail, Slack, Google Sheets, Airtable, Trello, Asana, and thousands more. Build automated workflows (called Zaps) that trigger when documents are signed, sent, or declined.
No coding required. Set up automations in minutes using Zapier's visual workflow builder. For example: when a contract is signed, automatically create an invoice in QuickBooks, notify your team in Slack, and update the deal stage in your CRM.
Features
- Triggers: document.completed, document.sent, signer.signed, signer.declined
- Actions: create document, add signer, send for signing
- Multi-step Zaps for complex workflows
- Filter and format data between apps
- Works with 6,000+ apps in the Zapier ecosystem
How to Set Up
- 1
Go to zapier.com and create a free account
- 2
Search for 'Zdottedline' in the app directory
- 3
Connect your Zdottedline account using your API access token
- 4
Choose a trigger (e.g., 'Document Completed')
- 5
Choose an action app and configure the workflow
- 6
Turn on your Zap and it runs automatically