Resources · Make integration

ZipZign Make integrationAutomate ZipZign with Make.

Can Make handle your ZipZign documents without any code? The ZipZign Make integration gives you 10 modules: 1 trigger, 8 actions and 1 search. This page shows how to link your account, build a first scenario and pick the right module for each job.

Try the ZipZign integration on MakeSee the 10 modules

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What you can automate

What can the ZipZign Make integration do for you?

The ZipZign Make integration links your ZipZign account to Make so documents can be created, sent, checked and tracked by a scenario, the automation you build in Make as a chain of modules. Each module is one brick of that chain: a trigger that starts it, or an action or search that does the work.

Keep a record of every document event. Watch document events picks up what happened on your documents, and Get an audit trail pulls the history of each one so you can file it in the tool your team already reads.

Send documents from data you already have. Create a document builds the document from values coming out of another app, Send a document puts it on its way, and Update a document corrects it when the source data changes.

Answer the question "where is that document?". Get a document status and Verify a document tell your scenario how a given document stands, while List documents returns several at once when you need a batch rather than a single item.

Be aware of one limit: Make itself states that its documentation for ZipZign is incomplete, because little public information exists about the app. Fields and outputs are therefore best discovered by testing with Run once, and Make an API call covers what the listed modules leave out. If you are still weighing tools, the n8n vs Make comparison lays out the differences. For a structured start, the Make training walks through scenarios step by step, and Make troubleshooting helps when a run fails.

Connect

How do you connect ZipZign to Make?

  1. 01

    Add a ZipZign module

    In your scenario, click the +, search for ZipZign and pick any of its modules. A connection is your ZipZign account linked to Make once, then reused by every ZipZign module, so the first module you add is where you set it up with Create a connection.

  2. 02

    Name and authorize the account

    Give the connection a name if you like, which helps when you run several ZipZign accounts. Then either approve Make on the ZipZign page that opens, or paste the key ZipZign gives you, depending on what the window asks for.

  3. 03

    Save and reuse it

    Click Save. The connection now appears in the dropdown of every ZipZign module you add later, so you never repeat the setup inside the same scenario or across other scenarios.

First scenario

Your first scenario with ZipZign and Make

GoalWhen a new document event appears in ZipZign, Make fetches the audit trail of that document.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + in the middle of the canvas. That empty circle becomes the first module, the one that decides when everything starts.

  2. 02

    Set up Watch document events

    Search for ZipZign, choose Watch document events and click Create a connection to link your account. Fill in the fields Make displays; once the connection exists, it lists what it can read from ZipZign.

  3. 03

    Add Get an audit trail

    Click the + on the right of the trigger and pick Get an audit trail. Map the document coming out of the trigger into it, so each event leads to the history of the right document.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received, one bundle being one item passed along. This is where you learn which values ZipZign really sends.

  5. 05

    Schedule and switch it on

    Open the clock on the first module. A new scenario checks every 15 minutes by default, which you can keep or change within your plan. Then switch the scenario on.

Triggers

What starts a ZipZign scenario

1 module starts a scenario when something happens in ZipZign. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by ZipZign as soon as it happens.

ZipZign1Watch document events

Watch document events

triggerIn the docs only

This trigger gives your scenario a starting point from what happened to your ZipZign documents since the last check, and each event arrives as its own bundle for the next modules to use.

How it fires
scheduled, a type deduced from the module name since the Make app directory was unavailable: Make checks the app on the scenario's schedule, every 15 minutes by default, and at least 15 minutes apart on the Free plan.
When to use it
any time the follow-up should happen after a document moves, such as archiving its history or alerting the person in charge.
Watch out
the documentation does not say which events are covered, so run the scenario once and read the bundles before you build on them.
Modules

Every ZipZign module, and when to pick it

ZipZign gives you 9 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

ZipZign1

Create a document

ActionIn the docs only

Turns data from another app into a new ZipZign document, so nobody has to type it by hand. It works on one document per bundle.

When to use it
when a deal is won in your CRM or a form is submitted, and the paperwork should follow on its own.
Watch out
creating is not sending; add Send a document after it if the recipient must receive it.
ZipZign2

Get a document

ActionIn the docs only

Brings back one ZipZign document you already know, so the modules after it can reuse its details instead of asking you for them.

When to use it
after the trigger or a search has handed you a document, and you need its full record before copying it elsewhere.
Watch out
it expects one specific document; to browse several, List documents is the right module.
ZipZign3

Get a document status

ActionIn the docs only

Answers a single question about one document: where it stands. That lighter answer is often all a scenario needs to decide what comes next.

When to use it
before a reminder or a follow-up, to check the document still needs one.
Watch out
the possible status values are not documented, so read them in a Run once test before writing the filter.
ZipZign4

Get an audit trail

ActionIn the docs only

Pulls the history of a document, so you can keep a copy of who did what outside ZipZign, in a drive or a shared sheet your team already checks.

When to use it
once a document reaches its last step, to archive the proof next to the rest of the file.
Watch out
the documentation does not describe the format it returns; test it first and map only what you see.
ZipZign5

List documents

SearchIn the docs only

Returns several ZipZign documents in one go, as a search does in Make: zero, one or many bundles, each handled by the modules that follow.

When to use it
when you need a batch, such as checking every open document rather than just the one that triggered the scenario.
Watch out
each bundle it returns counts operations further down the scenario, an operation being one module run on one bundle.
ZipZign6

Make an API call

ActionIn the docs only

Your way out when no other module fits. It calls any endpoint of the ZipZign API, reusing the connection you already made.

When to use it
when none of the 9 named modules does what you need and the ZipZign API offers it.
Watch out
you write the request yourself, so keep the ZipZign API reference at hand; the page does not explain it.
ZipZign7

Send a document

ActionIn the docs only

Puts a ZipZign document on its way to the people who should receive it, straight from the scenario, without anyone opening ZipZign.

When to use it
right after Create a document, or when a status change in another tool means the file is ready to leave.
Watch out
a send reaches a real person, so run the test on a document addressed to yourself.
ZipZign8

Update a document

ActionIn the docs only

Changes a ZipZign document that already exists, so a correction made in your source app is carried over without starting again from scratch.

When to use it
when an address, an amount or a contact is fixed upstream after the document was created.
Watch out
it needs to know which document to touch; pass it the one returned by the trigger, Get a document or List documents.
ZipZign9

Verify a document

ActionIn the docs only

Asks ZipZign to check a document and passes the answer to your scenario, so a later step can act only on documents that pass.

When to use it
before you archive a document or confirm it to a partner, as a checkpoint in the flow.
Watch out
the documentation does not say what the check covers; read its output during a Run once test before trusting it.
Need help

Need help automating ZipZign with Make?

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FAQ

Questions about the ZipZign Make integration

01Is the ZipZign Make integration free?
Yes, ZipZign is a standard app in Make, so its modules are available from the Free plan onward. That plan has limits worth knowing: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, one per module run on one bundle.
02What do you need to connect ZipZign to Make?
A ZipZign account and a Make account are the starting point, as the documentation lists no other prerequisite. You add any ZipZign module, click Create a connection, optionally name it, then either authorize Make on the ZipZign page or paste the key ZipZign provides, and click Save. The connection is created once and reused by all ten modules. Since the ZipZign documentation in Make is limited, the generic Make steps are the reference here.
03Does the ZipZign trigger in Make work in real time?
No. Watch document events is typed as a scheduled trigger, from its name, since the app directory was unavailable. Make checks ZipZign on the scenario's schedule, every 15 minutes by default. On the Free plan the gap between two checks cannot be shorter than 15 minutes; paid plans allow 1 minute. Events that happen between two checks are picked up at the next one, so plan for that delay in anything that follows, like a reminder or an alert.
04What if a ZipZign module is missing in Make?
It depends on what the ZipZign API allows. The integration includes Make an API call, which reaches any endpoint of the app's API with the same connection, so an action without its own module can still be done. Keep in mind that Make describes its ZipZign documentation as incomplete, due to a lack of public information about the app. Test each module with Run once to see what it returns before you rely on it in a live scenario.
05Should you use Make or n8n for ZipZign?
It depends on where you stand. In Make, ZipZign comes with 10 ready modules, including a trigger and Make an API call, all usable from the Free plan. Many apps also have an n8n node, so check whether ZipZign does before choosing. Compare the modules each tool offers for your actual flow, and pick the one your team will maintain. The comparison page linked in the section above explains the general differences between the two tools.
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