How to integrate Signaturit with Zapier to automate tasks

Posted by media on August 30, 2017 at 6:00 PM

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Would you like to receive an SMS everytime someone signs a document? Or maybe you were thinking how perfect it would be if signed documents were automatically stored in a folder in your Google Drive account?

Well, now you can create these and many more actions and have them executed automatically thanks to Signaturit’s integration with Zapier. And best of all is that you don't need a developer to do it.

Zapier is a tool that allows to connect applications to automate tasks and save time. For example, in Signaturit’s case, now we can integrate our software via Zapier with your smartphone and with Google Drive, Slack, Typeform or Mailchimp, among many other solutions (more than 750 apps in total!)

If you want to know more about our integration with Zapier and how you can start to take advantage of this task automation solution, don't miss this post.

This post is also available in Spanish.

 

What can I automate with Signaturit and Zapier?

If you use Signaturit to send contracts and documents to sign, receiving an SMS everytime someone signs a document  is one of the things you can automate thanks to our integration with Zapier.

That will help you to save time, as you no longer have to be waiting for an email, nor have to constantly access our platform to know if the documents you sent to sign have been signed or not.

This is only one of the automations that you can do with Zapier, thanks that we have integrated Signaturit with this software that is revolutionizing tasks automation for non-developers.

Other possibilities:

 

Do you know what a ZAP is?

All automatic actions that can be configured when connecting two applications via Zapier are called zaps.

Every zap is made up of a trigger and an action.

The trigger is what makes the action to be executed automatically.

For example:

  • Zap: to save signed documents with Signaturit in Google Drive
  • Trigger: someone signs a document with Signaturit.
  • Action: the document is saved automatically in Google Drive.

Before creating your first zap with Signaturit, read these Zapier guides to learn more about this tool (in English):

 

How to create my first zap with Signaturit?

1. Connect your Signaturit account with Zapier

To connect Signaturit with Zapier, you only need your Signaturit API token to create the link between the two softwares and begin to automate your tasks.

The API token is available for our BusinessPlus or Enterprise plans.

You will find your Signaturit token in your Signaturit account. Access Signaturit → Settings → Integrations.

Once you have it, do the following:

  1. Create an account in Zapier.
  2. Click on Connected Accounts.
  3. You will see a dropdown menu. Search for Signaturit.
  4. Once you have selected Signaturit,  a new screen will open where you will have to insert your token and choose the environment: if it is already a production environment or if you are in a sandbox environment.
  5. Click on Yes, Continue.

Once the the two softwares are successfully connected, a confirmation message will appear on your screen. Click  “Continue” to go to the next step and set up your first zap (trigger + action).

 

2. Decide if you want to use Signaturit as a trigger app or as an action app

In Zapier, Signaturit can act as a trigger app or an action app.

  • In case you want a signed document to be automatically uploaded in your Google Drive, the trigger app is Signaturit (the trigger is “signing a document”) and the action app is Google Drive (the action is “saving the document automatically in your Google Drive”).

  • In case you want that every time you send an email with the title “Certify email”, this email will be automatically certified, Signaturit will be acting as the action app. The trigger app would be Gmail.

Think about what you want to automate to find out if Signaturit will be the trigger app or the action app, and then begin to set up the flow

 

Example: Signaturit as a trigger

Let’s create a zap where Signaturit will be the trigger app. Every time someone signs a document with Signaturit, the signed document will be saved automatically in a folder in your Google Drive.

To begin: login to your Zapier account and click MAKE A ZAP!

Choose a name for your zap. For example: Save in Drive.


Setting the trigger

  1. Select the trigger app: you have to select Signaturit.

  2. Choose the trigger: you will see that there is already a trigger created called “New Signed Document”. Select and click on “Save + Continue”.

  3. Choose your account: your Signaturit account will appear, but to properly connect it with Zapier, click on Test
If you have not linked your Signaturit account previously, as we have explained in Step 1, in this moment you should click on “Connect an Account”.

If the connection was successful, the following message will appear:

Zapier_Signaturit_Integration_image1.png

Click on “Save + Continue”.

Zapier will now check your Signaturit account and search for a document that you have recently signed. If it does not find any, you have to send yourself document to sign from Signaturit. After doing it, you will see the following screen:

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Click on “Connect & Continue” and once Zapier has found the signed document and established the connection, you will be able to proceed with the following step, which is where to set up the action.

 

Setting the action

  1. Select the action app. In our example it is Google Drive.
  2. Select the action that you want to the trigger to activate. In our example it is “Upload File”.

Click on "Save + Continue"

In case you don't have your Google Drive account connected with Zapier, a screen will appear to connect them. Doing this will take just a minute: click on Connect an Account → choose your Google account → click on “Allow” (if you agree to give permission to Zapier) and done.  

Clikc on "Save + Continue"

Now you need to set up your workflow in Google Drive:

  1. In “Folder”, choose the folder that you have created in Google Drive to store your signed documents. All the folders you have in your Google Drive account will appear in this drop down menu.
  1. In “File” you should choose which file you want to upload. Of all the options, choose File (Exists but not shown)” to determine that you want to upload the file resulting from the trigger (Signaturit).
  1. “Convert to Document?”: select no, if you don't want the pdf to become a Google Docs document.
  1. In “File Name” you can determine the name of the signed document that will be automatically saved  in your Google Drive folder. In this case, you can choose the tag “Document[file][name]” to keep the name of the original file, or the tag “Document[name]” to save it with the signer’s name.

Play with the tags to decide the name or any other characteristic of the flow. The letters in light grey will show the relevant data and will serve as an example.

We will choose the “Document[file][name]” to keep the same name as the signed document.

When you have all of this data completed, click on “Continue”.

If the tests have been successful and your Signaturit account as well as your Google Drive account are connected with Zapier, now you only have to activate the zap. Once it’s active, all documents signed with Signaturit will be automatically saved in the folder that you have chosen in your Google Drive.

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Summary: In the cases where Signaturit is used as the tripper app, you only have to link you Signaturit account with Zapier and see the possibilities that the software you have chosen offers to perform the action. In our example, this software was Google Drive.

 

Conclusion

With all the available triggers and actions you can automate many tasks, which will help you to reduce your management time and signature processes for documents.

If you want to know how to create zaps step by step by using Signaturit as a trigger app and as an action app as well, we recommend you to read the following articles in our Help Center:

If you need more information regarding Zapier or you want to know what other processes you can automate by integrating Signaturit with this software, don't hesitate to contact us through the following form.

This post is also available in Spanish.

Signaturit Zapier Integration

Topics: About Signaturit

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