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Zapier e-signature integration

You can reach docuinked from a Zap today with Webhooks by Zapier. There is no listed docuinked app in Zapier yet. That is coming soon.

What works today

RouteStatus
Webhooks by Zapier, Custom Request actionWorks now
Webhooks by Zapier, Catch Hook triggerWorks now
docuinked app in the Zapier directoryComing soon

Recipe: new form entry to a contract

  1. Pick your trigger, such as a new form entry or a new CRM deal.
  2. Add Webhooks by Zapier, then Custom Request.
  3. Set Method to POST and URL to https://docuinked.com/v1/documents.
  4. Add headers: Authorization as Bearer di_test_..., Content-Type as application/json, and Idempotency-Key from a stable value such as the entry ID.
  5. Paste this into Data and map your fields in.
{"title": "Agreement for FIELD_COMPANY",
 "pdf_url": "FIELD_PDF_LINK",
 "signers": [{"name": "FIELD_NAME", "email": "FIELD_EMAIL"}],
 "send": true}

Zapier can replay a step. With the Idempotency-Key set, a replay returns the first result and sends nothing new.

Recipe: signed document to your next step

Start a second Zap with Webhooks by Zapier, Catch Hook. Register the hook URL with create_webhook. Add a filter that continues only when type is document.completed. Then add a Custom Request step to GET https://docuinked.com/v1/documents/ plus the document value, and carry on to your drive, CRM or chat app.

A Catch Hook can't check our signature by itself. If the next steps do anything sensitive, add a Code step and use the check on the webhooks page.

Common questions

Why isn't docuinked in the Zapier app directory?

Zapier lists apps after they leave invite-only testing and pass review, and we are still in beta. The native app is coming soon, with triggers for signed and completed documents.

Can a Zap send to real people straight away?

Only with a live key set to "Sends directly". With "Needs my approval", the Zap gets back an approval_url, and a person approves each draft before anyone is emailed.

Can I test a Zap without emailing anyone?

Yes. Use a test key and the signer sign@test.docuinked.com. The document signs itself, so you can check the whole Zap in a few minutes.

Related

Try it in test mode

Free during the beta. Test keys send no email, so you can build the whole flow first.

Get an API keyRead the quickstart