Integration
Zefort Zapier integration
Seamlessly connect Zefort to your favorite apps with Zapier in just seconds. Use triggers and automations to automatically send finished contracts to Zefort, synchronize changes, and more.
Automatic archiving
Send newly-signed documents to Zefort
When a new document has been signed, use Zapier to automatically pick it up and send it to Zefort. As no manual steps are required, you can trust that the document is always archived with minimal effort. What's more, Zefort's AI automatically adds the missing metadata.
Metadata sync
Auto-sync modified fields and files
If new files are added, or fields modified, Zapier can automatically send those changes to Zefort. This way, you and your team can work with the tools you’re most familiar with, and still ensure that Zefort has up-to-date data.
New contract triggers
Trigger actions for new contracts in Zefort
Your Zefort account can receive contracts from multiple sources: emails, one or more e-signature services, manual uploads, and so on. When new contracts appear, Zapier can automatically notify other systems about it. For example, you can create a weekly summary sheet on Google Sheets about new contracts.
Frequently asked questions
Is the Zapier integration free?
You need a Zefort account with API access enabled. Check your Subscription settings. For testing, you can create a free Zefort sandbox account with API access.
Will Zapier get full access to my Zefort account?
Like any API user, Zapier gets the specific permissions defined in the API key used. You can isolate your zaps to only have access to a specific binder, for example.
Do I need to be a technical expert to use the Zapier integration?
Not at all! We provide a number of pre-made Zapier workflows which you can take into use in seconds. You can also create custom workflows without any coding skills.
Get Zefort Zapier integration
Zapier lets you connect Zefort with thousands of apps, allowing you to automate your work and have more time for what matters most.
Get a grip of your contracts
Zefort can be easily integrated with various leading enterprise solutions, such as document management systems.
