Zapier is an amazing integration platform that allows you to integrate and automate your documents with over 2000+ apps. You can also create a Zap of your own to connect your documents with Zapier apps of your choice.

To get started, simply sign-up or sign-in to Zapier, and then choose an existing Zap template. You can find the direct set-up page listed on Zapier's website.

How to create a Zap for Papersign on Zapier

1. Navigate to Zapier and click on "Connect Papersign to 6,000+ apps" in the middle of the page. You'll then be prompted to log in to your Zapier account. If you don't have a Zapier account, follow the prompts to create one.

2. To make a new Zap for your Papersign document, click to create a Zap, and choose "Papersign" as the "Trigger" app.

3. Choose the Event you'd like Zapier to listen for on your Papersign account.

4. If this is your first Zap with Papersign, follow the prompts to authorize Zapier to have access to your Papersign account.

   Papersign Developer Settings

   
   You'll need to generate a new Developer API key within your Papersign Account Settings to do this.

   Zapier AccountAuthentication Popup for Papersign

5. Next, you'll be prompted to select the Folder and Folder Scope you'd like to use.

• Folder: The location the documents you'd like Zapier to listen to events from are located.

• Folder Scope: How Zapier should behave when considering documents in this location.

  For Folder Scope, you can pick from:

  • Trigger for documents in this folder.
  • Trigger for documents in this folder and nested folders.

1. You'll now be prompted to send a test to Zapier using the "Send Test" button.

   Note: You must have at least one event recorded for a document in the folder specified within your Papersign account, otherwise you'll see the error response "Server Error". You can do this by sending at least one document to signers.

2. Select the most relevant record for what you're trying to set-up within Zapier for Papersign, and click "Continue with Selected Record".

3. From there you can choose whatever action you like that Zapier supports. Send an email, send a Slack notification, add a row to a worksheet on Google Sheets, or whatever you like. Explore Zapier for inspiration.

   Zapier Application Selection Pop-up

4. Follow the individual prompts for your selected application and remember to save & publish your Zap when finished. Zapier's Quick Start Guide may also be useful if you're new to using its' tools.

That's it! You've now successfully set up Papersign with Zapier.