Signaturit allows you to automate your signing and certification processes by linking your account to Zapier. The possibilities for your workflows will increase and you'll be able to automate processes with third party apps.
Zapier is a tool that allows you to connect apps you use every day to automate tasks between platforms. You just need your Signaturit's API token to link your Signaturit's account with Zapier and start automatizing your workflows.
Signaturit works as a trigger app and as an action app. Depending on the mode, you can start your flow before or after the document is signed.
Before you start creating your first Zap with Signaturit, read these Zapier guides to know all the basics:
Once you get all the basics, create your first Zap using Signaturit:
Signaturit as a trigger app
Signaturit as a trigger app will launch the workflow when a document is signed. This is the trigger's name:
New Signed Document
In this example we will build a Zap that will automate the saving process of a signed document through Signaturit in a Google Drive folder. All your new signed documents will be saved in a Google Drive's folder of your choice.
On step number one you'll have to add Signaturit as a trigger app. The final result in Zapier will look like this:
To start, choose Signaturit from the Trigger App list. The action will be triggered when a new document has been signed and the signing process is over.
Choose the trigger “New Signed Document” and click on “Save + Continue” to link your Signaturit's account with Zapier.
Link Signaturit with Zapier. Write your API token and choose if you want to link your production or sandbox account. Once done, click on "Yes, Continue" and wait for the confirmation message.
Click here to know how to obtain your API token.
Zapier will check your account and will look for a new signed document. If the system can't find one, send a new one to yourself and sign it.
Once the connection has been properly established, you'll get a confirmation message. Click on "Continue" to jump to the second step and set your actions.
In step number two you'll need to choose your action app and determine your workflow and actions to do with the signed document. You can get very creative on this step and try many combinations.
Choose the app that you want to use. Choose Google Drive to follow this example.
Next, choose the action. Since we are going to upload the signed document on a Google Drive folder, choose "Upload File".
Continue to edit all of your workflow's details: folder, name, title, files, etc.
On "Folder" choose the folder that you have created on Google Drive to save all your signed documents. When you click the dropdown menu you'll see all your folders from your Google Drive account.
"File" is a required field since you need to choose the file to upload. From all the options available, choose “File (Exists but not shown)” to choose the signed document that came from the trigger app (Signaturit).
On "File Name" choose the name of the signed document. In this case we are choosing “Document[file][name]” to maintain the original name. However, you can choose “Document[name]” for example to name it after the signer.
Feel free to try the tags to change names or other settings. Words in clear gray show you the details of the example that you uploaded before and what that tag is referring to.
Once you have filled all the fields click on "Continue".
If everything is fine, you'll be asked to activate the Zap. Now all your signed documents will be automatically saved on Google Drive:
Long story short: Setting up Signaturit as a trigger app is easy: just link your Signaturit's account to Zapier and get to know the possibilities and actions available for the action app.
The API token is only available for Business Plus and Enterprise accounts.