Now Playing: Using Documate as an Action 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
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Update Google Contacts using Documate Data

About This Lesson

Documate can also be used with Zapier as an action, which means that data from another application will get passed into Documate.

That data will populate a Documate workflow session, allowing you to either complete the data (if there are more fields to collect) or immediately generate the documents (if there are no other fields to collect first). Make sure to add a continuation URL to easily view the session in the future.

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