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Automate your contract sending process!

 
 
What is Zapier?
 
Your first Zap
Placeholders
Signer fields
 
Video examples
Troubleshooting
 
Start here!

Launch your first automated task to send contracts

 
 
  1. Add your CRM or other source that has the signer and contract information, eg: Salesforce, Hubspot, Airtable etc.
  2. Add eSignatures.io as the second step and click "Sign in"
 
 
  1. Copy paste your secret key from the API page in eSignatures.io
 
 
  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 eSignatures.io account to monitor the incoming requests

Congratulations, you have created your first automated task!