Zapier is a popular service to connect and automate all your favorite web apps. Zapier connects to the tools you use every day like Gmail, SalesForce, and ShareFile to automatically finish simple tasks and make the workday easier without any technical knowledge required. Simply browse a list of pre-built connections, called “Zaps,” or choose from a list of options to create your own custom workflow.
The new RightSignature + Zapier integration adds RightSignature to the list of services connected by Zapier. By connecting RightSignature to Zapier, a sales team can automatically post a congratulations note to Twitter any time they get a contract signed. Additionally, an HR professional can send employment paperwork with RightSignature and Zapier will automatically put the document due date in Google Calendar.
How it WorksTo set up the RightSignature + Zapier integration, simply sign up for Zapier and select RightSignature from the Zapier app directory. At the prompt, input your RightSignature login information and approve the integration. Next, browse through the list of apps supported by Zapier to start linking your apps together.
The following triggers and actions can be automated with the RightSignature + Zapier integration and connected to other apps:
- Trigger: Send a document in RightSignature.
Example: Whenever you send a document in RightSignature, add the document details to a new row on a Google Sheet.
- Trigger: A RightSignature document is signed and completed.
Example: Get an SMS text message notification whenever your RightSignature document is signed and completed.
- Trigger: A RightSignature document expires.
Example: Whenever a RightSignature document expires, add a story in Asana.
- Action: Automatically send a RightSignature document from any trigger.
Example: Whenever you add a new client in Clio, send that client an onboarding letter with RightSignature.
You can view the full list of pre-built Zaps here, or build your own to connect RightSignature to the apps you use every day.
Wade Foster, CEO and co-founder of Zapier, says,
Zapier is thrilled to have RightSignature join our integrations portfolio. With connections to over 650 apps, RightSignature users can now save even more time when it comes to document-related processes. Automation lets them send documents effortlessly, remind clients of pending documents, save time on archival, and kick off workflows as soon as everything is signed. That means more time spent on products and customers, while still keeping complete and secure records of every critical agreement."With over 600 apps to connect with RightSignature, we are excited to see what possibilities exist. Will you use the RightSignature + Zapier integration in your business? Share your Zap with us on Twitter at @RightSignature!