Integrating Docfield with Zapier [EN]

Using the Docfield Zapier App

The Docfield Zapier app lets you connect Docfield with thousands of other tools—such as Slack, Gmail, Google Drive, Hubspot and more—without writing a single line of code. You can use it to automate actions like sending documents for signing, notifying your team when a PDF is ready, or saving signed documents to a cloud folder.

Important: Private App Access

The Docfield Zapier app is a private app, which means it won’t appear in public Zapier searches. To get access: Contact our support team and ask for an invitation to use the private Zapier integration.

Once you’ve received the invite and added the Docfield app to your Zapier account, you’re ready to set up your workflows (Zaps).

Connecting Your Docfield Account to Zapier

To connect Docfield to Zapier, you’ll need your API Client and Secret. Follow these steps:

1. Log into Docfield and make sure you are a Beheerder (Administrator), or ask one to assist you.

2. Go to Settings > API Settings.

3. Click on “Add New API Key”, give it a clear name (like "Zapier Integration"), and generate the key.

4. Copy your Client and Secret. Be sure to save them safely—you will not be able to retrieve them again once you leave the screen.

5. In Zapier, when prompted to connect your Docfield account, enter your Client and Secret.

You’re now connected and ready to start automating with Docfield and Zapier!

Example Use Cases

Here are some common automations you can build with the Docfield Zapier app:

• Send a document for signing when a new row is added to Google Sheets

• Post a Slack message when a PDF is generated

• Save signed documents to Dropbox automatically

Zapier will use Docfield’s API under the hood, so you can streamline your document workflows without needing a developer.