Fill PDFs and collect signatures from Zapier
Connect DocSpring to the apps you already use with Zapier. Fill a PDF when a form is submitted or a deal closes, send it for signature, and pass the finished document to the next step of your Zap.
What you can do with Zapier
Actions
- Generate PDF
- Fill a template with data from earlier steps and get a link to the finished PDF.
- Combine PDFs
- Merge generated PDFs, templates, and uploaded files into one document.
- Create Data Request
- Send a form for people to check their details and sign, with a signing link for each person.
Triggers
Triggers are instant. Zapier sets up the webhook in DocSpring when you turn a Zap on.
- PDFs
- A PDF is created or processed, or it fails or expires.
- Data requests
- A data request is viewed or completed.
- Combined PDFs and batches
- A combined PDF or a batch of PDFs is processed or fails.
- Templates
- A template is created, updated, or deleted.
Searches
- Find Template
- Look up a template by its name or ID.
- Find Submission
- Look up a PDF by its ID, or find the most recent ones.
Set up the Zapier integration
- Create an API token in your DocSpring account.
- Accept the invite to add DocSpring to your Zapier account.
- Add a DocSpring step to a Zap and connect your account with your region and the API token's ID and secret.
- Choose a template and map its fields to data from earlier steps.
- Generate test PDFs while you build. Test PDFs are free and watermarked.
Example workflows
Contracts from your CRM
When a deal closes in your CRM, fill your contract template and send it to the customer to sign.
Applications from form submissions
When someone submits an online form, fill the matching PDF application and email it to your team.
Signed documents to your storage
When a data request is completed, save the signed PDF to your cloud storage and post a message in Slack.
More integrations
Try DocSpring with Zapier
Upload a PDF or create an HTML template, then connect Zapier. No credit card required.