Zapier allows you to integrate your application with Documint in just a few clicks.
The next few articles will walk you through the steps necessary to set up your integration using Zapier.
Below is the workflow (Zap) we will create with Zapier.
Data Source (Google Forms)
We will use Google Forms as our data source for this example. In your case, you will probably connect to a CRM-like application (ie. Salesforce.com or HubSpot).
This, of course, is what we’ll use to automate our document creation.
Document Storage (Google Drive)
We will use Google Drive as our document storage application. In your case, you may want to attach the document with the original record in your application or send it via email.
What is Zapier?
Before we get started it’s important to understand what Zapier is and its role in the process. Zapier describes themselves as being “the glue that connects thousands of web apps.” Zapier allows you to connect your applications, such as Salesforce, HubSpot, MailChimp to thousands of other applications (including Documint) without writing a single line of code!
an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.