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.)