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Trigger Example: From Documate to Excel

Now Playing: Trigger Example: From Documate to Excel

Using Gavel as a Trigger in Zapier
3:57
Using Gavel as a Trigger in Zapier
Using Gavel as an Action in Zapier
8:21
Using Gavel as an Action in Zapier
Trigger Example: From Documate to Excel
2:39
Trigger Example: From Documate to Excel
Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)
3:29
Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)
Update Contacts/Matters/Custom Fields in your Practice Management System
3:29
Update Contacts/Matters/Custom Fields in your Practice Management System
Updating Data Between External Database and Documate (Example: Airtable)
4:57
Updating Data Between External Database and Documate (Example: Airtable)
Multi-user workflows (using Clio and Zapier)
4:11
Multi-user workflows (using Clio and Zapier)
Update Google Contacts using Documate Data
6:29
Update Google Contacts using Documate Data
Exporting Output Documents to Other Applications
4:21
Exporting Output Documents to Other Applications
Using Conditional Actions with Filter by Zapier
4:24
Using Conditional Actions with Filter by Zapier
Using Multiple Conditional Actions with Paths by Zapier
Using Multiple Conditional Actions with Paths by Zapier

About This Lesson

As one example of using Documate as a Trigger, you can pass data from Documate into other applications, like Excel. This can be done using either webhooks or Zapier. We find that Zapier is a very easy way for non-technical users to connect two applications. Watch our step by step video here on how to export data from Documate into Excel, and use this methodology for any other application.

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