Resources · Zapier integration

HEU Zapier integrationAutomate HEU with Zapier.

The HEU Zapier integration gives you 2 triggers, 1 action and 0 searches. It notices new documents and new templates in your HEU account, and it can produce a fresh document from a template, sent by email to the people you name, when another app asks.

See the 3 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the HEU Zapier integration actually does

HEU manages contracts from draft to signature. Zapier is the glue between apps: you pick an event in one tool and Zapier runs a follow-up in another, without code. Linked together, HEU can announce its new contracts elsewhere, and other apps can ask HEU for a ready-made contract built on one of your templates.

Three outcomes cover most uses. A heads-up for the team: New Document spots each contract added in HEU and lets you post it in a chat tool or log it in a spreadsheet. A template register: New Template catches every model the legal side adds, so the list of approved templates lives in one place outside HEU too. A contract out the door: Create New Document From Template takes a template, names the document and emails it to a list of recipients, fired by a deal, a hire or a form in another app.

Now the limits, because they shape the plan. Neither trigger is instant: Zapier checks HEU on a timer, so a document may wait a few minutes before anything happens. There is no search, so a Zap can't look up an existing contract or template by name; the template ID has to come from an earlier step or be typed in. And there is no action to update, cancel or delete a document. Anything past creation stays in HEU.

If you're weighing tools, the HEU Make integration page covers the same app from the other side, and n8n vs Zapier lays out the criteria that separate those two platforms.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are in plain English.

Zap
The automation you build: one starting event, then one or more steps that run each time that event happens.
Trigger
The event that starts a Zap, such as a new document in HEU. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that creates, sends or writes something for you in an app.
Task
The unit Zapier bills. One task equals one action that finished successfully; your plan counts those.
Polling vs instant
A polling trigger is checked on a timer. An instant one is pushed by the app the moment it happens. Both HEU triggers poll.
Filter
A step that lets the Zap continue only if the incoming data meets your condition, and stops it quietly otherwise.
Connection
Your HEU account linked to Zapier once, then reused by every step in every Zap that touches HEU.
Cost

What a HEU Zap really costs

HEU is not a premium app, so it works on the free plan. The bill depends on actions, not on checks.

  • Free plan100 tasks a month, two-step Zaps only
  • Trigger checksFree, never billed
  • Failed actionNot counted
  • Premium appNo, works on Free

The trigger never costs a task, however often Zapier looks at HEU. Each action that succeeds counts as one task, and a failed action counts nothing. The free plan gives 100 tasks a month but only two-step Zaps: one trigger, one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. On a polling trigger like both of HEU's, the plan also sets how often Zapier looks: the grid below gives the interval per plan.

Connect

Connect HEU to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. You need a HEU account already, with access to whatever documents and templates the Zap should touch.

  2. 02

    Find HEU

    Type HEU in the search box of the dialog, select it, then click Add connection. A new tab opens on the HEU side, where you sign in with the account the Zap will act as.

  3. 03

    Grant access

    Allow Zapier into the account. The connection is saved once and offered again in every Zap that uses HEU, so you won't repeat this for the next automation.

First Zap

Your first HEU Zap: flag new NDAs in Slack

GoalEach new HEU document whose name mentions NDA posts a message in a Slack channel.

  1. 01

    Build the trigger

    Create a Zap, pick HEU as the app and New Document as the event, then choose your HEU connection. Zapier will check the account on your plan's schedule.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent documents of the account, so you map the next steps on a real one and see which value holds the name.

  3. 03

    Add the filter

    From the plus icon, add Filter. Pick the name value you spotted in the test, a text rule like contains, and the word NDA. This makes the Zap multi-step: paid plan.

  4. 04

    Add Slack

    Add Slack with Send Channel Message, choose the channel and drop the document name into the text. On the free plan, skip the filter and keep just these two steps.

  5. 05

    Test and publish

    Test the Slack step, read what came back in the channel, then click Publish. Only documents added after this moment will reach Slack.

Triggers

HEU triggers

2 events start a Zap when something happens in HEU. Zapier checks for them at the interval your plan allows.

1

New Document

Polling trigger

In Zapier“Triggers when a new document is added.”

Starts your Zap every time a contract or other document appears in your HEU account, and hands its details to the next steps so another app can react without anyone copying them across.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a sales lead wants a Slack ping or a spreadsheet line each time a new agreement is drafted.
Watch out
the trigger catches every new document, so pair it with a filter on a value you see in the test if only some contracts matter.
2

New Template

Polling trigger

In Zapier“Triggers when a new template is added.”

Fires when someone adds a contract model to HEU. This is the trigger for keeping track of your library of approved wording rather than the contracts made from it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
legal publishes a new template and the ops team needs a row in a shared sheet listing it, ID included, for later Zaps.
Watch out
templates added before the Zap was published are never picked up, so log the existing ones by hand once.
Actions

HEU actions

HEU gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create New Document From Template

Action

In Zapier“Creates a document based on a template”

Copies one of your HEU templates into a new named document and emails it to a comma-separated list of recipients, with the subject and message you write.

When to use it
a deal is marked won in your CRM and the contract should leave without anyone opening HEU.
Watch out
five fields are mandatory, the template ID, document name, email subject, email text and recipients, so the earlier step must supply each one.
When it breaks

When a HEU Zap breaks

Zapier links no help article to HEU and lists no app-specific limit, so the failures to expect are Zapier's general ones.

They show up in every polling integration, HEU included. For a step-by-step diagnosis, the Zapier troubleshooting page goes further.

  • Old contracts never arrive

    A Zap only reacts to what happens after you publish it. Documents and templates already in HEU stay out; moving that backlog is a separate job.

  • A Zap that feeds itself

    Trigger on New Document and create a document in the same HEU account, and each run produces a new trigger. The loop eats your task count fast.

  • A bulk import stalls

    If HEU suddenly returns a big batch of new items, after an import or a migration, Zapier's flood protection can hold the Zap back instead of running it.

  • No duplicate runs

    Zapier remembers what it has already seen on a polling trigger, so the same document does not start the Zap twice, even across several checks.
Need help

Need help automating HEU with Zapier?

A person reads every message.

FAQ

HEU Zapier integration: frequent questions

01Is the HEU Zapier integration free?
Yes, as long as the Zap stays at two steps. HEU is not a premium app, so it is available on Zapier's free plan, which includes 100 tasks a month. That plan only builds Zaps made of one trigger and one action, nothing more. The moment you add a filter, a second action or any extra step, the Zap becomes multi-step and requires a paid plan. A HEU New Document trigger followed by a single message in another app fits within the free limits.
02How many tasks does a HEU Zap use?
One per successful action, and zero for the trigger. Zapier never bills the checks it runs on HEU, however frequent they are. Each action that completes counts as one task, so a Zap with one action uses one task per new document, and a Zap with three actions uses three. An action that fails is not counted against your plan. With 100 tasks a month on the free plan, that means roughly 100 new HEU documents handled by a one-action Zap.
03Does the HEU Zapier integration work in real time?
No. Both HEU triggers, New Document and New Template, are polling triggers: Zapier asks HEU for new items at a fixed interval and keeps only those it has not seen. On the free plan that check runs every 15 minutes, on Professional every 2 minutes, and on Team or Enterprise every minute. The type comes from the app itself and cannot be switched to instant from the editor. On paid plans you can also run a check by hand.
04What do you need to connect HEU to Zapier?
A HEU account and access to the documents and templates you want the Zap to touch. In Zapier you open the Apps page, click + Add connection, search for HEU, then click Add connection. A tab opens where you sign in to HEU and grant Zapier access. That connection is saved once and reused by every Zap that involves HEU, so the process only happens a single time per account, not once per Zap.
05Why does Create New Document From Template fail?
Usually because one of its five required fields is empty or wrong. The action needs a Source Template Id, a document name, an email subject, an email text and a list of recipient addresses separated by commas. The template ID must point to a template that already exists in the connected HEU account. Since HEU has no search on Zapier, that ID has to come from an earlier step, such as a New Template trigger logged somewhere, or be typed in directly.
06What if the HEU operation you want isn't there?
Then Zapier can't do it with HEU today. The integration offers exactly two triggers, New Document and New Template, plus one action, Create New Document From Template, and no search. There is no step to update, cancel or delete a document, nor one to look up an existing contract by name. Anything beyond creating a document and noticing new documents or templates has to be handled inside HEU itself, or through another tool that offers that operation.
07Zapier, Make or n8n for HEU?
Pick by criteria rather than by brand. On Zapier, HEU brings two polling triggers and one action, works on the free plan for two-step Zaps, and needs a paid plan as soon as a filter enters the picture. Check whether the operations your process needs appear in that list, how fast a new contract must be noticed given the 15-minute free interval, and how many runs a month you expect. Then compare those same points with what each other platform lists for HEU.
Same platform

Other docs you might need on this stack.

Browse all integrations