Outlaw Zapier integrationAutomate Outlaw with Zapier.
Outlaw Zapier integration: 2 triggers, 4 actions and 1 search to plug your contract tool into the rest of your software. Below: what each one does, what it costs in tasks, how to connect the account and what breaks first.
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What the Outlaw Zapier integration does for your contracts
The Outlaw Zapier integration links your Outlaw account to Zapier, the tool that runs automations between apps. Outlaw manages the life of your contracts; once it is connected, a change on a contract can start work in another tool, and other tools can create, update or export Outlaw contracts without anyone copying data by hand.
Three results come up again and again. A PDF copy of a contract each time it changes: Updated Contract starts the Zap, Generate PDF produces the file. A contract opened from somewhere else: a deal marked won in your CRM, or a request form sent by a client, feeds Create Contract. A contract kept in step with another tool: Find Contract picks it up by its ID, then Update Contract writes the change.
What Zapier does not do here matters just as much. Both Outlaw triggers are polling triggers, so nothing on this app reacts instantly: on the free plan, a change shows up at the next 15-minute check. The list has no delete action and no trigger named for a brand-new contract. And a Zap never goes back in time: contracts that changed before you switched it on stay where they are.
If you are still weighing tools, the Make vs Zapier comparison and the Zapier review are there too, side by side with this page.
Zapier vocabulary in plain words
Eight words come back on every Zapier screen. Here they are once, so the rest of the page reads straight.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it: here, a contract change in Outlaw.
- Action
- What the Zap does after it starts: the step that creates, updates or exports something for you, with no click on your side.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling vs instant
- Polling: Zapier checks the app on a timer and keeps only new items. Instant: the app itself tells Zapier when the event happens.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
- Search step
- A step that looks up something that already exists, such as a contract, so the steps after it can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
What an Outlaw Zap really costs
Zapier does not reserve Outlaw for paid plans: it works from the free plan. What you spend is tasks, and only one thing produces them.
- Trigger and checks0 tasks
- Completed action1 task
- Failed action0 tasks
- Free plan100 tasks a month, two-step Zaps
The trigger never costs a task, and neither does Zapier checking Outlaw for changes, however often it looks. Each action that completes counts as one task, so a Zap running Generate PDF and then Update Contract spends two per run. An action that fails is not counted. The free plan gives 100 tasks a month, unlimited Zaps and a check every 15 minutes, but only two-step Zaps: a filter or the Find Contract search makes the Zap multi-step, and that needs a paid plan.
Connect your Outlaw account in three steps
- 01
Open the Apps page
In your Zapier account, open Apps and click + Add connection. A connection is your Outlaw account linked to Zapier once, then reused by every step that touches Outlaw, so this only happens the first time.
- 02
Find Outlaw and add it
In the dialog, type Outlaw in the search box, pick it from the results, then click Add connection. The one prerequisite at this point is an Outlaw account of your own to sign in with.
- 03
Sign in and grant access
A tab opens on Outlaw. Sign in, then grant Zapier access to the account. If your Zaps will touch contracts you do not own, check beforehand that this account has read or write access on them, or the steps will have nothing to work on.
Your first Outlaw Zap: a PDF for every updated contract
GoalEach time a contract is updated in Outlaw, the Zap checks a condition you choose and generates the PDF only when it passes.
- 01
Pick the trigger
Start a new Zap, choose Outlaw as the app that starts it and Updated Contract as the event. Select your Outlaw connection when Zapier asks for it.
- 02
Test the trigger
Run the trigger test. Zapier brings back the three most recent items from your connected Outlaw account, so you build the rest of the Zap on a real contract.
- 03
Add the filter
From the plus icon, add a Filter step and fill its three boxes: the field to look at, the rule, the value to compare with. Pick a rule of the right type: text rules for text, number rules for numbers.
- 04
Add Generate PDF
Add Outlaw again as the action and choose Generate PDF. The dealID field is required: map into it the matching value from the contract the trigger brought back.
- 05
Test, then publish
Test each step once and read what came back. When the PDF step returns what you expect, click Publish to switch the Zap on. With its filter, this Zap is multi-step and runs on a paid plan.
Outlaw triggers on Zapier
2 events start a Zap when something happens in Outlaw. Zapier checks for them at the interval your plan allows.
Updated Contract at Stage (Deprecated)
Polling triggerIn Zapier“Triggers when a contract is being updated at a specific stage.”
This one starts your Zap when a contract is updated while it sits in one specific stage of your Outlaw process. Its own name carries the Deprecated label: Outlaw flags it as the older option.
Updated Contract
Polling triggerIn Zapier“Triggers when a contract is being updated.”
Every time a contract changes in Outlaw, whatever its stage, this trigger hands the updated contract to your Zap. It is the broad version: one Zap watches the whole contract base instead of a single step of the process.
Outlaw actions on Zapier
Outlaw gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Get Team Information
ActionIn Zapier“Retrieves details about your Outlaw Team”
This action reads the details of your Outlaw team and passes them on to the next steps of the Zap. It changes nothing in Outlaw; it only brings information back.
Create Contract
ActionIn Zapier“Creates a new Outlaw contract”
Create Contract opens a new contract in Outlaw from data that arrived in an earlier step, so nobody retypes it in the contract tool.
Generate PDF
ActionIn Zapier“Generate a PDF from Outlaw's contract”
Generate PDF turns an Outlaw contract into a PDF file that the next steps can store, attach or send. It bridges the contract tool and wherever your copies live.
Update Contract
ActionIn Zapier“Updates a contract.”
Update Contract writes changes to a contract that already exists in Outlaw, picked out by its deal ID. Data from another tool lands on the right contract without a manual edit.
The Outlaw search on Zapier
1 search step looks for data that already exists in Outlaw, so a later step can use it.
A search step finds a contract that already exists, so the steps after it can use it. Searches sit at the bottom of the Action event list, under the SEARCH heading.
Find Contract
SearchIn Zapier“Find a contract by it's ID”
Find Contract retrieves one Outlaw contract from its ID, so the steps after it work on that exact contract and not on a guess. Whether it wants the exact value is decided by Outlaw, not by Zapier.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. Outlaw exposes no find-or-create variant on Find Contract, so this setting does not come into play here.
- 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 an Outlaw Zap breaks
Zapier attaches no help article to Outlaw and lists no limit specific to the app. What breaks here comes from the way Zapier itself works.
Four cases to know before you publish a contract Zap. For a method to trace a failing run, there is a page on Zapier troubleshooting.
Old contracts are not picked up
A Zap only reacts to what happens after it is switched on. Contracts updated before you published stay untouched, and moving that backlog is a separate job.The Zap keeps starting itself
Update Contract inside a Zap that starts on Updated Contract writes where the trigger watches. Each edit sets the Zap off again and burns through your tasks.A bulk change is held back
After a bulk import or a migration, Updated Contract can return a huge batch at once. Zapier's flood protection can hold that batch back instead of running it.One update, one run
On a polling trigger, Zapier keeps track of what it has already seen, so the same contract update does not start the Zap twice.
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