Nitro Zapier integrationAutomate Nitro with Zapier.
The Nitro Zapier integration gives you 1 trigger and 3 actions to send documents for signature from a template, react the moment one is signed, and pull forms or tables out of PDFs into a spreadsheet. Here is what each step does, what it costs and where it breaks.
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What the Nitro Zapier integration does with your documents
Nitro is a PDF and e-signature tool for everyday document work. Connected to Zapier, it can send a signature request when something happens in another app, tell your other tools as soon as a request is signed, and turn the forms and tables trapped in a PDF into a spreadsheet you can actually use.
Three results people set up first. Contracts that go out on their own: a deal is won in your CRM and Request Signature Using a Template sends the matching Nitro Sign template. A follow-up that starts the second it is signed: Signature Request Completed fires immediately, so onboarding or invoicing can begin without anyone checking an inbox. PDF data you can work with: Extract Tables From PDF Document(s) and Extract Forms From PDF Document(s) turn a PDF into a spreadsheet file.
The best news for a free plan: this trigger is instant. Nitro tells Zapier itself, so the plan's check interval does not apply and nothing waits. What Zapier does not do here matters too. There is no search step, nothing to cancel or edit a request, no trigger for a request that is declined or simply sent, and nothing to create a template, which has to exist in Nitro first.
Choosing a tool first? The Make vs Zapier comparison sets the two tools side by side, and the Zapier review looks at the platform on its own.
The Zapier words you need for this page
Seven terms, one line each. Once read, they are not explained again.
- Zap
- The automation you build on Zapier: one trigger, then one or several actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap, here a Nitro signature request being completed. Once on, Zapier waits for it.
- Action
- What the Zap does once started: the step that sends, writes or converts something for you, like extracting a table.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan's quota is a count of those.
- Polling vs instant
- Polling: Zapier checks the app on a timer. Instant: the app calls Zapier the moment it happens. Nitro's trigger is instant.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and that needs a paid plan.
What a Nitro Zap really costs
Nitro is not a premium app: it works on the free Zapier plan. You pay in tasks, and only successful actions count.
- Paid plan requiredNo, free plan works
- Free plan100 tasks a month, two-step Zaps
- TriggerInstant, never billed
- Filter or second actionMulti-step, paid plan
The trigger is free, every time. Each action that works is counted separately, so a Zap that extracts the forms of a PDF and then files the spreadsheet somewhere uses two tasks per run. A failed action is not counted. The free plan gives you 100 tasks a month and two-step Zaps only: one trigger, one action. Add a filter or a second action and the Zap is multi-step, which needs a paid plan. The interval grid below only matters for polling triggers; Nitro's trigger is instant and ignores it.
Connect your Nitro account in three steps
- 01
Open the connections page
In your Zapier account, go to Apps and click + Add connection. A connection is your Nitro account linked once, then reused by every step that works with Nitro.
- 02
Choose Nitro
Type Nitro in the search field of the dialog that opens, pick it from the results, then click Add connection. A new browser tab opens on the Nitro side.
- 03
Sign in and grant access
Log in to Nitro in that tab and allow Zapier into your account. You need a Nitro account, plus access to any document or template you did not create yourself but want the Zap to use.
Your first Zap: log every signed agreement and tell the team
GoalEach time a Nitro signature request is completed, a row is added to a tracking spreadsheet and a message goes to the team channel.
- 01
Create the Zap
In Zapier, start a new Zap. It is built from top to bottom: the event that starts it, then each action in the order it runs.
- 02
Set the trigger
Pick Nitro and Signature Request Completed, choose your connection, then test: Zapier brings back the three most recent completed requests to map from.
- 03
Log the request
Add Google Sheets and Create Spreadsheet Row, pick your tracking sheet, and map into its columns the details of the request that the trigger passed on. Run a test.
- 04
Tell the team
Add Slack and Send Channel Message, pick the channel and write a short message that reuses the same details. This second action makes the Zap multi-step, so a paid plan is required.
- 05
Test, then publish
Run the last test, then check the new row in the sheet and the message in the channel. If everything is right, click Publish to switch the Zap on.
Nitro trigger
1 event starts a Zap when something happens in Nitro, and one of them is instant: the app calls Zapier straight away, whatever your plan.
Signature Request Completed
Instant triggerIn Zapier“Triggers when a Signature Request has been completed.”
Starts your Zap as soon as a Nitro signature request reaches the completed state. The request becomes available to the following steps, so the next app can act on the signed deal without someone forwarding a confirmation email.
Nitro actions
Nitro gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Extract Forms From PDF Document(s)
ActionIn Zapier“Takes document(s) and extracts forms into an excel file.”
Pulls the filled-in form fields out of one or more PDFs and puts them in an Excel file, one place instead of a pile of documents. PDF File(s) is required here too.
Request Signature Using a Template
ActionIn Zapier“Sends a Signature Request using an existing Nitro Sign Template.”
Sends a signature request built from a Nitro Sign template you already saved, filled with details passed by earlier steps.
Extract Tables From PDF Document(s)
ActionIn Zapier“Takes document(s) and extracts tables into an excel file.”
Reads one or more PDFs and returns the tables they hold as an Excel file, ready to sort or import elsewhere. The PDF File(s) field is required.
When a Nitro Zap breaks
Zapier lists no help article and no rate limit specific to Nitro. What goes wrong is the general set of Zapier limits, and document workflows hit them in their own way.
Three cases cover most problems. If a Zap is still stuck after these, the Zapier troubleshooting guide goes further.
Earlier signatures never show up
A Zap only reacts to what happens after you switch it on. Requests signed before that stay out of it, and moving that backlog is a separate job.A Zap that keeps restarting itself
If a Zap writes back into what its own trigger watches, each run starts the next. A completed request that sends a new one can loop and drain your tasks fast.A big batch gets held back
Close a large batch of requests at once, after a migration for instance, and Zapier's flood protection can hold the sudden wave back instead of running it.
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