Documate is now Gavel! Read more about why we’re excited about this rebrand.

Using Conditional Actions with Filter by Zapier

Now Playing: Using Conditional Actions with Filter by Zapier

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

You may want to create automations that are run only in some cases, not every time a workflow is completed.

This video shows how you can create a Zap using Documate as the trigger that will only run when certain conditions are met.

Read Help Article

Related Courses

No items found.