Now Playing: Using Documate as a Trigger in Zapier

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
Exporting Output Documents to Other Applications
4:21
Exporting Output Documents to Other Applications

About This Lesson

Documate helps you automate your practice. To do so, you often want to move data/documents to/from other software applications. That's why we built our Zapier integration - allowing you to connect Documate to over 3,000 other applications.

The first video in the series shows you how to use Documate as a "Trigger," which means that data you enter into Documate "triggers" an "action" or flow of data into another application.

(Note: Even without Zapier, you can still use our native integrations to tools like Clio, Stripe, etc.)

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