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Gavel + Zapier

Using Gavel as a Trigger in Zapier

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

Documate helps you automate your practice. To do so, you often want to move data/documents to/from other software applications. That's why we built our Zapier integration - allowing you to connect Documate to over 3,000 other applications.

The first video in the series shows you how to use Documate as a "Trigger," which means that data you enter into Documate "triggers" an "action" or flow of data into another application.

(Note: Even without Zapier, you can still use our native integrations to tools like Clio, Stripe, etc.)

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