Now Playing: Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

Using Documate as a Trigger in Zapier
3:57
Using Documate as a Trigger in Zapier
Using Documate as an Action in Zapier
8:21
Using Documate 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

About This Lesson

You can integrate Documate with external signature tools like DocuSign, HelloSign, and SignNow.

Here, we show you how to have a completed workflow in Documate trigger an email in any of these external signature tools to require a party to sign documents. All of the messaging to the end-user can also be customized.

An action in an external signature tool can also be used to trigger a Documate workflow to begin.

(Note that you can still use Documate's internal signature features, too.)

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