Zapier integrates with Secured Signing

Power Your Automation Workflows with Secured Signing and Zapier

Unlock smarter automation and scale your business with confidence by integrating Secured Signing with the power of Zapier.

Zapier is the leading automation platform that helps teams be more productive by connecting routine processes and repetitive tasks, no coding or technical resources required.

The Official Partnership: Automation Made Easy

As an official partner of Secured Signing, Zapier opens up a world of seamless connectivity. This partnership allows you to connect Secured Signing with over 6,000 popular apps, unlocking powerful possibilities for your document signing processes.

Get Connected Today and start building powerful, automated workflows!

What is possible with Secured Signing and Zapier?

Harness the power of Secured Signing and Zapier to integrate e-signatures directly into your existing business processes, saving you time and reducing manual effort.

How the Integration Works

Zapier is the glue that connects Secured Signing to thousands of other apps, allowing you to build powerful, automated workflows, called Zaps.

document process

Choose a Trigger

The event that starts your automation. A document's Status Changed to "Signed"—this triggers the next step.

document security

Add Your Action

The resulting task performed after the trigger is activated. Download Form Data from the signed document and automatically save it to your CRM.

Save Document

Watch Your Zap Come to Life!

The seamless connection established by Zapier. Zapier automatically connects Secured Signing with your apps of choice, fully automating your workflow so you can focus on what matters.

What are ‘Zaps’?

A “Zap” is an automated workflow you create that seamlessly connects Secured Signing to other applications. You set the triggers and actions to build a host of custom solutions, such as:

  • Automatically sending a signed document from your CRM (like Salesforce or HubSpot).
  • Triggering a new signature request when a specific entry is made in a spreadsheet (like Google Sheets or Microsoft Excel).
  • Archiving completed documents directly to your cloud storage or document management system (like Dropbox or OneDrive).

By putting Secured Signing and Zapier to work, you can dramatically reduce manual effort, eliminate errors, and ensure your document signing processes are fast, compliant, and scalable.

The Power of Automation: Secured Signing Triggers & Actions in Zapier

Unlock advanced workflow automation by leveraging the specific Triggers and Actions Secured Signing offers within Zapier. Build custom Zaps that handle document generation, signing, and data retrieval automatically.

Secured Signing Triggers (Events that START a Zap)

A Trigger is the event in Secured Signing that initiates your automated workflow in Zapier.

Document Status Changed

Triggers when the status of a document changes (e.g., from ‘Pending’ to ‘Signed’ or ‘Declined’). Automatically file signed contracts or send rejection notices.

List Templates

Triggers when a new FormFiller template is created. Automatically notify team members when a new reusable document template is available.

Secured Signing Actions (Tasks a Zap can PERFORM)

An Action is the task Zapier performs in Secured Signing after a Trigger occurs in another app (or Secured Signing itself).

Send SmartTag Document for Signature

Sends a SmartTag-enabled document to a recipient for signature. Instantly initiate the signing process when a record is created in your CRM.

Send FormFiller Template for Signature

Sends a FormFiller template for signature. Quickly generate and send standardized forms for completion and signing.

Upload Document

Uploads a document to the Secured Signing inbox. Seamlessly move documents from cloud storage into your e-signature platform.

Download Document

Downloads a document from the inbox. Automatically save the final, signed PDF to a specified folder.

Download Signing Completion Certificate

Downloads the official signing completion certificate. Ensure full audit trail compliance by automatically saving the proof of signing.

Generate FormFiller CSV Template

Generates a CSV string from a FormFiller template, ready to be filled out. Prepare bulk signing data files automatically for mass document generation.

Can’t see a “Trigger” or “Action” that you need?

We are always looking at ways to make automation easier for our customers. Reach out to our team and make a request, we’re here to help you build the perfect workflow.

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