Can I integrate DigiSigner with my system using Zapier?

DigiSigner does not offer a direct integration using Zapier. However, it is possible to establish automation between your DigiSigner and your system using Gmail as an intermediary chain link. Below is an example of achieving this through Zapier and Gmail.

Step 1: Create a dedicated email for receiving completed document updates

DigiSigner allows you to designate a specific email address to receive updates on completed documents via CC. To set this up, enter the email address in the relevant field under the Pro Settings tab.

Step 2: Create a Zap and connect Gmail

Zapier is a web automation tool that connects apps and services, enabling them to interact seamlessly.

• Create a new Zap. Connect the Gmail account that you’ve set up to receive CC’d document updates.
• For the trigger event, select “New Email.” You can specify certain folders or labels during configuration or leave it as default. Test this step before moving to the next.

Step 3: Add a Formatter by Zapier step

Next, add another step to your Zap and select "Formatter by Zapier" as the app, with "Text" as the action event.

• Choose "Extract Email Address" in the configuration tab as the transform action.
• Set the input value to correspond with the "Reply-To" field. This is where the signer’s email address will appear, allowing you to extract it easily.

After testing this step, the output should be the email address of the document signer.

Step 4: Integrate with your system

For this example, we'll use Zendesk Sell CRM.

• Add another step to your Zap, selecting your CRM as the app and "Find Lead" as the action event.

• In the Configure tab, map the email field to the output from the previous step.

After testing this, you will have established an automated connection between your completed document updates and your CRM, allowing you to automate processes as needed.

Note

This integration works only when there is one signer. If multiple users sign the same document, the "Reply-To" value will default to your own email (the sender). In such cases, alternative configurations, such as using document names, may be required.