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Gavel + Zapier

Trigger Example: From Documate to Excel

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

As one example of using Documate as a Trigger, you can pass data from Documate into other applications, like Excel. This can be done using either webhooks or Zapier. We find that Zapier is a very easy way for non-technical users to connect two applications. Watch our step by step video here on how to export data from Documate into Excel, and use this methodology for any other application.

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