What you get and what makes us different to our competitors
Core & advanced features which ensure you get the most out of our signing software.
Our platform seamlessly integrates with most industry specific providers.
We have a flexible pricing model to suit anyone’s specific needs.
What you get and what makes us different to our competitors.
Frequently asked questions and solutions that might be relevant to you.
Plans for Small, Medium & Enterprise level businesses.
No setup fees & pay as you need notary features & add-ons.
Digital signing which integrates with most Recruitment ATS & CRM’s
Improve staff & client experience with digital signatures & notary.
Increasing compliance across life science & device businesses.
Solutions for state, federal, local, county & regional government.
Founded in 2010 to be a simple, smart, and secure signing platform.
Your hub for security, compliance, and transparency.
Technology which ensures non-forgeability & non-repudiation.
The latest Secured Signing company news and awards.
New & updated features and how to use them.
Updates about software we integrate with.
Blog articles, helpful tips and guides on digital signing & notary.
We have a flexible pricing model to suit anyone's specific needs.
Secured Signing continues partnership to integrate digital signatures within Bullhorn.
5 reasons government agencies and councils are adopting digital signatures.
New feature: Signing completion certificate.
Home // Support // Zapier Support Guide
You can streamline your workflow by leveraging the specific Triggers and Actions that Secured Signing offers within Zapier. With these tools, you can build custom Zaps to automatically handle document generation, signing, and data retrieval — saving time and reducing manual tasks.
This integration makes it easy to connect Secured Signing with hundreds of other apps and automate your entire document process effortlessly.
You can start using Secured Signing in Zapier by adding a new action to an existing or new Zap.
Step 1:
Start by creating a new Zap, or opening an existing one.
Step 2:
Click ‘Add Step’, search for ‘Secured Signing’, then click ‘Secured Signing’.
Step 3:
In the new Secured Signing action, first select the ‘Action event’ that you would like to use for your workflow, in this instance it is the ‘Send SmartTag Document for Signature’ action, then click ‘Sign in’ under ‘Account’.
Step 4:
Log into your Secured Signing account (or register if you don’t have one already).
Step 5:
Finally, click ‘Authorize’ to complete the connection between Zapier and Secured Signing. Once you have connected your account, your connection will be automatically selected for future Secured Signing actions/triggers.
Step 6:
Now you can continue to the ‘Configure’ tab to set up the required data for the action. For the ‘Send SmartTag Document for Signature’ action, add the file name, making sure to include the extension (e.g. .docx, .pdf), and the file itself, which you can insert from a previous action in the Zap.
Step 7:
Continue to the ‘Test’ tab and click ‘Test Step’ to send the document for signing and make sure the action is setup correctly. You can check that the document has sent by logging into your Secured Signing account at https://www.securedsigning.com/login, then going to the ‘In Progress’ tab.
This manual provides a detailed overview of the functions available through the Secured Signing Zapier integration.
This function uploads a file to Secured Signing.
Use this function to download a previously uploaded document.
This function sends a document for signature that includes predefined Smart Tag fields.
This is an advanced function for sending one or more templates for signature using a pre-populated CSV file.
Export to Sheets
This tool helps you create the necessary CSV file for the “Send Form Filler Template for Signature” function.