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ZapSign Make integrationAutomate ZapSign with Make.
What if every signature in ZapSign started the next task by itself? The ZapSign Make integration gives you 6 modules: 3 instant triggers and 3 actions. This page shows how to link your account and build a first scenario around a signed document.
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What can the ZapSign Make integration do for you?
The ZapSign Make integration lets Make react when a document is created, deleted or signed in ZapSign, and lets it create documents with their signers for you. You build a scenario, the automation made of modules (each module is one brick: a trigger or an action), and Make runs it without any code.
Signed quote, contract on its way. Put Watch Document Signed first, then Create a Document via Template: the moment a client signs your quote, ZapSign prepares the contract from your model and adds its signers, with nobody copying names by hand.
A PDF from another tool, sent for signature. When another app in your scenario produces a PDF, Create a Document via Upload turns that file into a ZapSign document with its signers. A sales team can send an offer letter or a lease this way, straight from the tool that wrote it.
A clean trail of what changed. Watch Document Created and Watch Document Deleted tell Make about each new or removed document, so a tracking sheet or a team channel stays in step with ZapSign.
What the listed modules do not cover, such as another call of the ZapSign API, goes through Make an API Call with the same connection. The Make documentation for ZapSign lists no specific limit. If you also look at n8n, the n8n vs Make comparison lays out the criteria, and the Make review walks through the editor itself. To get your team trained on scenarios, see Make training.
How do you connect ZapSign to Make?
- 01
Copy your API token in ZapSign
You need an active ZapSign account. In ZapSign, open Settings, click Integrations, then ZAPSIGN API, and copy the API token shown on screen. Keep it at hand for the next step.
- 02
Add a ZapSign module and create the connection
In your Make scenario, add any ZapSign module and click Create a connection. A connection is your ZapSign account linked to Make once, then reused by every ZapSign module. You can give it a clear label in Connection name.
- 03
Paste the token and save
Paste the API token you copied, or follow the on-screen instructions, then save. From now on every ZapSign module in your scenarios can pick this connection from the list instead of asking for the token again.
Your first scenario with ZapSign and Make
GoalWhen a client signs a quote in ZapSign, Make creates the contract from your template, with its signers already attached.
- 01
Create an empty scenario
From the Scenarios page, create a new scenario and click the big + to add the first module. Search for ZapSign and pick Watch Document Signed.
- 02
Set up the webhook and the connection
Click Create a webhook, then Create a connection and paste your API token. From here, ZapSign calls Make through that webhook as soon as a document gets signed.
- 03
Add the contract step
Click the + on the right of the trigger and choose Create a Document via Template. Fill its fields and map the data received from the signed quote, so the contract picks up the right client.
- 04
Test it with a real signature
Click Run once, then sign a test document in ZapSign. Make shows the bundles, the items passed from one module to the next, that each module received. Check that the contract looks right.
- 05
Switch the scenario on
Save and switch the scenario on. Since the trigger is instant, there is no interval to set: each new signature runs the scenario, and every module that runs counts as one operation on your plan.
What can start a ZapSign scenario?
3 modules start a scenario when something happens in ZapSign. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by ZapSign as soon as it happens.
Watch Document Created
Instant triggerIn Make“Triggers when a document is created.”
Hands your scenario each document the moment it appears in ZapSign, so the rest of your stack learns about it without anyone passing the news along. Every new document arrives as one bundle you can map into the next module.
Watch Document Deleted
Instant triggerIn Make“Triggers when a document is deleted.”
Lets Make know when a document disappears from ZapSign, so a tracker, a CRM record or a shared sheet can be tidied up instead of pointing at something that no longer exists.
Watch Document Signed
Instant triggerIn Make“Triggers when a document is signed.”
Starts your scenario the instant a document gets signed, which is usually the event that matters most: the deal is done, the paperwork can move on, and the next person can be told right away.
What can Make do in ZapSign?
ZapSign gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Document via Template
ActionIn Make“Creates a document and its signers from a Template.”
Produces a ready-to-sign document from one of your ZapSign templates, with its signers attached, so recurring agreements come out consistent every time.
Create a Document via Upload
ActionIn Make“Creates a document and its signers from a PDF.”
Takes a PDF made elsewhere and turns it into a ZapSign document with its signers, ready to be signed without opening ZapSign at all.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API Call.”
Reaches any endpoint of the ZapSign API from your scenario with the same connection, which covers everything the five other modules do not offer.
Need help automating ZapSign with Make?
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