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Gavel + Zapier

Using Gavel as an Action 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 can also be used with Zapier as an action, which means that data from another application will get passed into Documate.

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That data will populate a Documate workflow session, allowing you to either complete the data (if there are more fields to collect) or immediately generate the documents (if there are no other fields to collect first). Make sure to add a continuation URL to easily view the session in the future.

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