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Automate your contract sending process!


Launch your first automated task to send contracts

Zapier zap info
  1. Add your CRM or other source that has the signer and contract information, eg: Salesforce, Hubspot, Airtable etc.
  2. Add as the second step and click "Sign in"
Zapier secret key
  1. Copy paste your secret key from the API page in
Zapier basic info
  1. Select a template
  2. Populate the "Name" from the first step (Salesforce, Hubsbot, etc)
  3. Populate the "Email" or the "Mobile" from the first step
    • When the Email is provided and the Mobile is left blank, the contract will be sent via email
    • When the Mobile is provided and the Email is left blank, the contract will be sent via SMS only
    • When both Mobile and Email are provided, the contract is sent via email, and then a verification code via SMS
  4. Click "Continue" then "Test" and Turn on the Zap
  5. Navigate to your API page within your account to monitor the incoming requests

Congratulations, you have created your first automated task!