Documate is now Gavel! Read more about why we’re excited about this rebrand.

Gavel + Zapier

Updating Data Between External Database and Documate (Example: Airtable)

Using Gavel as a Trigger in Zapier

Using Gavel as a Trigger in Zapier

3:57

Using Gavel as a Trigger in Zapier

Using Gavel as an Action in Zapier

Using Gavel as an Action in Zapier

8:21

Using Gavel as an Action in Zapier

Trigger Example: From Documate to Excel

Trigger Example: From Documate to Excel

2:39

Trigger Example: From Documate to Excel

Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

3:29

Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

Update Contacts/Matters/Custom Fields in your Practice Management System

Update Contacts/Matters/Custom Fields in your Practice Management System

3:29

Update Contacts/Matters/Custom Fields in your Practice Management System

Updating Data Between External Database and Documate (Example: Airtable)

Updating Data Between External Database and Documate (Example: Airtable)

4:57

Updating Data Between External Database and Documate (Example: Airtable)

Multi-user workflows (using Clio and Zapier)

Multi-user workflows (using Clio and Zapier)

4:11

Multi-user workflows (using Clio and Zapier)

Update Google Contacts using Documate Data

Update Google Contacts using Documate Data

6:29

Update Google Contacts using Documate Data

Exporting Output Documents to Other Applications

Exporting Output Documents to Other Applications

4:21

Exporting Output Documents to Other Applications

Using Conditional Actions with Filter by Zapier

Using Conditional Actions with Filter by Zapier

4:24

Using Conditional Actions with Filter by Zapier

Using Multiple Conditional Actions with Paths by Zapier

Using Multiple Conditional Actions with Paths by Zapier

Using Multiple Conditional Actions with Paths by Zapier

About This Lesson

So far in this course, we've learned about Triggers and Actions in Documate. Let's put it all together!

This video shows how you can:

1. Start a workflow in Documate every time a record is added to an external database (the example here uses Airtable);

2. Send the workflow to client to have the client complete additional data;

3. When the workflow is completed by the client, provide the documents to the client;

4. Update the records in the database (here, Airtable) with additional information provided by the client.

This allows you to use an external database to ensure that all of your records are up to date with the latest data you or the client entered in Documate.

(Note that you can also store and keep records updated in Documate's internal Data Manager database.)

‍

Read Help Article

Related Courses

No items found.