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Legito Zapier integrationAutomate Legito with Zapier.

The Legito Zapier integration gives you 8 triggers, 15 actions and 10 searches. A Zap, the automation you build on Zapier, can react to new documents, versions and users in Legito, create and share records, manage who sees what, and fetch files.

See the 33 operations

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Overview

What the Legito Zapier integration does for you

Legito builds documents without code, for teams such as legal, HR, sales or procurement. The integration plugs that document base into your other tools: Zapier spots new documents, versions, templates and users, and can create records, attach files, share documents or set permissions in Legito in return.

Three outcomes people build. Automatic sharing: when Get Document Records spots a new record, Share Document to User gives the right colleague access, with a filter so only the records you care about go out. Accounts set up once: a new hire added in another tool goes through Create User, then Set Permission to Template Suite Category opens the templates that person needs. Final versions filed away: Get Document Versions watches one document, and the Download Document Version search fetches each new version in the format you choose for your storage.

What Zapier does not do here: all eight triggers are polling ones, so nothing is instant, and on the free plan Zapier checks every 15 minutes. Several names exist twice, once as a trigger and once as a search, which is easy to mix up. Nothing created before a Zap was switched on is picked up. If you are comparing tools, the same app has a Legito Make integration page. See also our Make vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Eight words carry this page. One read and the 33 notes below go faster.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event that starts a Zap, here something new in Legito: a document record, a version, a template, a user.
Action
The step that does the work once the Zap has started. With Legito, it creates, shares, updates, deletes or sets permissions.
Task
What Zapier bills: one action completed successfully. The number shown on your plan counts those and nothing else.
Polling trigger
A trigger Zapier checks on a timer, keeping only what it has not seen yet. All eight Legito triggers work this way.
Search step
A step that looks up something already in Legito, a file or a version, so the steps after it can use what it found.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and quietly stops it otherwise.
Multi-step Zap
Anything beyond one trigger and one action. A second action, a filter or a search turns a Zap into one, and that needs a paid plan.
Cost

What a Legito Zap really costs

The short version: watching Legito is free, each successful step after the trigger costs a task. For a wider look at the tool, see our Zapier review.

  • Cost of a trigger0 tasks
  • Free plan100 tasks a month
  • Free plan Zap size2 steps
  • Premium appNo

A trigger never costs a task, and Zapier checking Legito for new items costs nothing however often it looks. Each action that succeeds counts once; a failed one does not. The free plan gives you 100 tasks a month and Zaps of two steps. Legito is not a premium app, so it works there. Many useful Legito flows need a search before an action, though, and a search makes the Zap multi-step, which means a paid plan. The grid below sets how fast the eight triggers notice something new.

Connect

Connect your Legito account in three steps

  1. 01

    Open Apps and add a connection

    In your Zapier account, go to the Apps page and click + Add connection. A dialog opens with a search box: type Legito and pick it from the list that appears.

  2. 02

    Sign in to Legito

    Click Add connection. A new tab opens on Legito. Sign in with an account that can see the documents, templates and users your Zaps will need to touch.

  3. 03

    Grant Zapier access

    Approve the access Zapier asks for. The connection then appears under Apps, and all 33 Legito operations reuse it. Documents you do not own yourself need read or write access on your account.

First Zap

Your first Zap: share each new document

GoalWhen a new document record appears in Legito, share it with a chosen colleague, but only when the record passes a filter you define.

  1. 01

    Pick the trigger

    Start a new Zap, choose Legito as the app that starts it and Get Document Records as the event, the trigger, not the search of the same name.

  2. 02

    Test it on real records

    Run the test. Zapier brings back the three most recent document records of your account, so you map the next steps on a real one instead of a guess.

  3. 03

    Add the filter

    Click the plus icon, add Filter and fill its three boxes: the field to look at, the rule, the value to compare. Use a text rule on text and a number rule on numbers.

  4. 04

    Add the share step

    Pick Legito and Share Document to User, map the document record from the trigger, type the user email and choose the permission. Test it once on your own address.

  5. 05

    Publish

    Click Publish to switch it on. With the filter this is a multi-step Zap and needs a paid plan; drop the filter to stay on the free plan.

Triggers

Legito triggers

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

1

Get Document Versions

Polling trigger

In Zapier“Triggers when there is a new document version.”

Starts your Zap when a new version of a document appears. You point it at one document record, and each fresh version of that document becomes an event the rest of the Zap can act on.

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
to archive or circulate each new draft of a contract you follow closely.
Watch out
the Document record field is mandatory, so one Zap watches one document, not all of them.
2

Get Countries

Polling trigger

In Zapier“Triggers when there is a new country.”

Fires when a new country is added to your Legito workspace. Countries matter mostly for permissions, since users can be granted access country by country.

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
to warn whoever manages access that a new country exists and needs its users set up, or to log the change elsewhere.
Watch out
countries already in the workspace before the Zap was published never come through.
3

Get Document Records

Polling trigger

In Zapier“Triggers when there is new document record.”

Goes off when a new document record is created in Legito. It is the broadest starting point of the app: anything new in your document base passes through here first.

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
to share, link or announce each new document as soon as Zapier finds it.
Watch out
a search carries the same name; in the editor, pick the trigger to start a Zap.
4

Get Document Record Types

Polling trigger

In Zapier“Triggers when there is a new document record type.”

Reacts when a new document record type is added. Types are the categories your records belong to, and they are required when you create a record from Zapier.

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
to tell the people who build Zaps that a new type exists, so they can use it in Create Document Record.
Watch out
types added before the Zap is published never come through.
5

Get Objects

Polling trigger

In Zapier“Triggers when there is a new object.”

Watches for new objects in your Legito workspace. Objects hold structured records of their own, which you can then fill or open up to users through other Legito actions.

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
to grant the right users access to each new object with Set Permission to Object.
Watch out
Get Objects is also a search; check which one you picked before testing.
6

Get Template Suites Categories

Polling trigger

In Zapier“Triggers when there is a new template suite category.”

Starts the Zap when a new template suite category is created. Categories group your templates, and access can be handed out per category rather than template by template.

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
to open a new category to a team right away, through Set Permission to Template Suite Category.
Watch out
categories created before publishing are skipped for good.
7

Get Templates

Polling trigger

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

Picks up each new template that lands in Legito. Templates are what documents are generated from, so a new one usually means a new kind of document is about to circulate.

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
to announce the template to the teams who will use it, or to give one person access with Set Permission to Template Suite.
Watch out
a template edited later does not start the Zap again; only new ones count.
8

Get Users

Polling trigger

In Zapier“Triggers when there is a new user.”

Catches every new user added to your Legito account. It is the natural start of an onboarding flow: someone new arrives, and the access they need follows without a manual checklist.

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
to chain the permission actions below for each newcomer.
Watch out
users created by a Zap with Create User also land here, which can set off a loop.
Actions

Legito actions

Legito gives you 15 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Document Version

Action

In Zapier“Creates new document version.”

Adds a new version to an existing document record. The record stays the same; its history gets one more step.

When to use it
when a revised draft arrives from another tool and should become the next version of a document you already track.
Watch out
the Document record field is mandatory; in a Zap started by Get Document Versions on the same document, this action sets off a loop.
2

Create Document Record

Action

In Zapier“Creates external document record without json integration.”

Adds an external document record to Legito without going through the JSON integration. You give it a name, a document record type and an owner, and the record exists.

When to use it
to register in Legito a document that was produced elsewhere, so it sits with the rest.
Watch out
Name, Document record type and Owner are all mandatory, and the type and owner must already exist.
4

Create File

Action

In Zapier“Creates and uploads file for specific document record.”

Creates a file and uploads it to a specific document record, so attachments travel with the document instead of living in a separate folder.

When to use it
to attach a signed copy, an annex or any file produced by another app to the right record.
Watch out
Document record, File name and Data are all mandatory; run the test on a real file before publishing.
5

Create Object Record

Action

In Zapier“Creates object record.”

Creates a record inside one of your Legito objects. You choose the object, then fill its properties, each one given as the ID of the property paired with its value.

When to use it
to keep an object, a register of parties for instance, filled from a form or a CRM.
Watch out
Object and Properties are mandatory, and properties are matched by ID, not by label.
6

Create User

Action

In Zapier“Creates user via Legito API.”

Creates a new user in Legito from a name and an email address, plus a caption, a short free text such as the person's role.

When to use it
when an account must be opened in Legito each time someone joins a team listed in another tool.
Watch out
Name, Email and Caption are all mandatory, even though the caption looks like a comment field.
7

Delete External File

Action

In Zapier“Deletes external file by ID.”

Deletes an external file from Legito, by its file ID. It is the only removal action of the app.

When to use it
to clear an attachment that was replaced, once the new one is safely uploaded with Create File.
Watch out
the File ID is mandatory and comes from Get Files; test on a throwaway file first.
8

Create Document - Json Integration

Action

In Zapier“Creates document record via Legito json integration.”

Creates a document record through Legito's JSON integration, the second way to create a record, next to Create Document Record.

When to use it
when your Legito workspace already has a JSON integration set up and you want other apps to feed it.
Watch out
if no such integration exists on your side, use Create Document Record instead.
9

Set Permission to Country

Action

In Zapier“Sets permission to user for country.”

Grants a user permission for a given country in Legito, which is how access is split when your documents vary by country.

When to use it
when someone joins the team in charge of one country and should only see what concerns it.
Watch out
User and Country are both mandatory and must exist in the workspace.
10

Set Permission to Object

Action

In Zapier“Sets permission for user to specific object.”

Gives a user a permission on one specific object, so they can see or manage its records.

When to use it
paired with the Get Objects trigger, to open each new object to the people who will maintain it.
Watch out
User, Permission and Object are all mandatory.
11

Set Permission to Template Suite Category

Action

In Zapier“Sets permission for user to view or manage given template suite category.”

Lets a user view or manage a whole template suite category at once, instead of granting templates one by one.

When to use it
for onboarding, when a role maps cleanly onto a category of templates.
Watch out
User, Permission and Template suite category are mandatory, and the permission decides between viewing and managing.
12

Set Permission to Template Suite

Action

In Zapier“Sets permission to user to one specific template.”

Opens one specific template to a user, the narrow version of the category permission above.

When to use it
when a single template, not a whole category, should open up to someone.
Watch out
only User is marked mandatory; check in the editor which template is targeted before publishing.
13

Share Document to User

Action

In Zapier“Shares document to a specific user.”

Shares a document with a specific Legito user, identified by email, at the permission level you choose.

When to use it
when the person who must review a new document is known in advance, a manager or a legal contact.
Watch out
Document record, User email and Permission are mandatory; the email must belong to an existing Legito user.
14

Update Document Record

Action

In Zapier“Updates document record.”

Changes an existing document record in Legito, so a status or detail updated in another app is reflected in the document base.

When to use it
after a step elsewhere, an approval or a signature, that should show on the record itself.
Watch out
you must point it at a Document record, which is mandatory; a search such as Get Document Records can supply it.
15

Set Basic Permissions to User

Action

In Zapier“Sets permissions to user via Legito API.”

Sets a user's basic permissions in Legito, the general rights that apply before any per-template or per-object access.

When to use it
right after Create User, to give every newcomer the same starting rights.
Watch out
the field about whether the user is allowed to auto share is mandatory; decide on it before you build the Zap.
Searches

Legito searches

10 search steps look for data that already exists in Legito, so a later step can use it.

A search step looks up something that already exists in Legito and hands it to the next steps. In the editor, Legito searches sit at the bottom of the Action event list, under the SEARCH heading. Each one makes the Zap multi-step. Three settings decide what happens when a search does not find exactly one thing. Left on its default, a search that finds nothing stops the Zap there; switch on Successful if no search results are found? and the Zap carries on empty-handed. If multiple search results are found? keeps the first match by default, or can stop the Zap, or hand all matches on. The third box, Create X if it doesn't exist yet?, turns a search into a find-or-create, but Legito offers no such variant, so you will not see it here.

1

Download Document Version

Search

In Zapier“Downloads document version in given format.”

Fetches the file of a document version in the format you ask for, so the next step can store or send it.

When to use it
after Get Document Versions, to file every new version of a contract in your storage.
Watch out
Document version code and Format are both mandatory.
2

Download External File

Search

In Zapier“Downloads attached file in document record.”

Retrieves a file attached to a document record, by its ID, ready to be passed to another app.

When to use it
to copy an annex out of Legito, into a folder or an email, without opening the document.
Watch out
the File ID is mandatory; Get Files gives it to you.
3

Get Document Records

Search

In Zapier“Gets document records.”

Looks up document records in Legito and returns them to the following steps. This is the search, not the trigger with the same name.

When to use it
to find the record an action must work on, Update Document Record for instance, when the trigger came from another app.
Watch out
set what happens if several records match before going live.
4

Get Document Share

Search

In Zapier“Shows sharing of a specific document.”

Shows how a given document is shared: who has access and on what terms.

When to use it
before sharing a document again, to check it is not already open to the person, or to log access somewhere.
Watch out
the Document record field is mandatory.
5

Get Document Versions

Search

In Zapier“Gets document versions of selected document record.”

Lists the versions of a selected document record, so a Zap can pick the one it needs. The trigger with the same name only reacts to new ones.

When to use it
to find a version code to feed into Download Document Version.
Watch out
with several versions returned, the default keeps only the first one.
6

Get Document Version Detail

Search

In Zapier“Gets elements and content of document version.”

Returns the elements and content of one document version, so later steps can reuse what the document actually says.

When to use it
to copy a value written in a contract, into a CRM or a sheet, without opening Legito.
Watch out
test it on a real version and read what comes back before mapping anything.
7

Get Files

Search

In Zapier“Gets files attached to a document record.”

Lists the files attached to a document record, with the IDs other steps need.

When to use it
just before Download External File or Delete External File, which both require a file ID.
Watch out
the Document record field is mandatory.
8

Get Objects

Search

In Zapier“Gets objects from workspace.”

Pulls the objects of your workspace, page by page, for the steps that follow. The trigger with the same name only catches new ones.

When to use it
to find the object a Create Object Record step should write to.
Watch out
Limit and Offset are both mandatory, so you decide how many items come back and where the list starts.
9

Get Object Records

Search

In Zapier“Gets object records.”

Returns the records stored in one object, so a Zap can reuse a value kept there.

When to use it
to check whether a record already exists before Create Object Record adds a duplicate.
Watch out
the Object field is mandatory.
10

Get Users

Search

In Zapier“Gets users via Legito API.”

Lists the users of your Legito account, page by page. The trigger of the same name reacts only to new users.

When to use it
to find the user a permission action should target when the Zap starts in another app.
Watch out
Limit and Offset are mandatory; leave them empty and the step will not run.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that needed it. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    On apps that offer it, this box turns the search into a find-or-create. Legito offers no such variant, so you will not see it on these searches.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When a Legito Zap breaks

Four failures to know before your document flow depends on Zapier.

Zapier attaches no help article to Legito and no limit specific to the app is documented, so the cases below come from how Zapier itself works and from the fields Legito requires. When one of them bites, start with the Zapier troubleshooting page.

  • A Zap that triggers itself

    Create Document Record under Get Document Records, or Create User under Get Users, writes where the trigger watches. The Zap restarts again and again and burns tasks.

  • Empty dropdowns, step impossible to set

    Document record, User, Object and the like are mandatory. If the connected account cannot see them, the step cannot be filled in.

  • Older documents are not picked up

    A Zap only reacts to what happens after it is switched on. Records and versions created before stay out; moving them is a separate job.

  • A bulk import gets held back

    If a trigger suddenly returns a huge batch, after a migration for instance, Zapier's flood protection can hold it back. Each item still starts the Zap only once.
Need help

Need help automating Legito with Zapier?

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FAQ

Legito and Zapier: frequent questions

01Is the Legito Zapier integration free?
Yes, within the free plan. Legito is not a premium app, so its 33 operations are available without paying. The free plan gives you 100 tasks a month, Zaps of two steps and a check every 15 minutes on polling triggers. One trigger plus one action, such as sharing each new document record, fits. Many Legito flows need a search or a filter, though, and either one makes the Zap multi-step, which needs a paid plan. No price is quoted here, because plan grids change too often.
02How many tasks does a Legito Zap use?
One per successful action, and nothing for the trigger. Zapier checking Legito for new records or users costs nothing, however often it looks. A Zap that shares every new document spends one task per document. An onboarding Zap that creates a user, then sets basic permissions, then opens a template category, spends three per newcomer. A failed action is not billed. To estimate a month, count the events that pass your triggers and multiply by the actions behind each one.
03Does Legito reach Zapier in real time?
No. All eight Legito triggers are polling triggers: Zapier asks Legito for new items at a fixed interval and keeps only what it has not seen before. On Free that check happens every 15 minutes, on Professional every 2 minutes, and every minute on Team and Enterprise. Paid plans can also run a check by hand from the editor. Actions and searches, on the other hand, run as soon as the trigger hands them something, so only the start of the Zap waits.
04What does connecting Legito to Zapier require?
A Legito account and a Zapier account. From the Apps page of Zapier, you add a connection, pick Legito, sign in on the tab that opens and grant Zapier access. The account matters more than usual: most actions ask you to pick a document record, a user or an object, and they are mandatory. If the connected account cannot see them, or lacks read or write access on what it does not own, the dropdowns stay empty. Connect with an account that has the access your Zaps need.
05Why do some Legito operations appear twice?
Because Get Document Records, Get Document Versions, Get Objects and Get Users exist both as a trigger and as a search. The trigger reacts to something new and starts a Zap; the search looks up what already exists in the middle of one. In the editor, triggers are offered when you choose the event that starts the Zap, while searches sit at the bottom of the action list, under the SEARCH heading. Picking the wrong one is a common reason a Zap never starts or never finds anything.
06What if the Legito operation you need is not there?
Then this integration cannot do it directly. On Zapier, Legito offers 33 operations, but only one removes anything, Delete External File, and there is no find-or-create variant. A gap can sometimes be filled by chaining a search and an action, for example Get Document Records followed by Update Document Record. Anything outside that list stays manual. Check the Legito page on Zapier again later, since this page reflects what it listed when it was read.
07Zapier, Make or n8n for Legito?
It comes down to criteria, not to a winner. On Zapier, Legito has a large set of 33 operations on the free plan, but every trigger is polled and most real flows need several steps, which means a paid plan. Legito also exists on Make, which has its own page on this site, and comparing the two on the operations you need and on what each step costs is the sound way to decide. Whether n8n carries Legito is not covered here.
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