Send document events to Zapier or Make

Zapier and Make can both start a workflow from a webhook. Point one of your endpoints at them and every chosen event, such as a completed document, can add a row to a spreadsheet, update a CRM or post a message.

Connect Zapier

1. In Zapier, create a Zap and choose Webhooks by Zapier as the trigger, with the Catch Hook event.
2. Copy the webhook URL Zapier shows you.
3. Open Dashboard → Developers, paste the URL under Webhooks, choose the events, and select Add endpoint.
4. Select Send test on the new endpoint, then Test trigger in Zapier. Zapier now knows the fields: document title, signer name and email, and the rest.
5. Add the action you want, for example a row in Google Sheets with the document title and completed_at, and turn the Zap on.

Connect Make

1. In Make, create a scenario and add Webhooks → Custom webhook as the first module.
2. Select Add, name the webhook, and copy its address.
3. Add that address as an endpoint under Dashboard → Developers, with the events you want.
4. In Make, select Redetermine data structure, then Send test on the endpoint, so Make learns the fields.
5. Add the next modules and turn the scenario on.

Good to know

• One endpoint per workflow keeps each Zap or scenario independent; you can have up to 10.
• Use document.completed to act once everything is signed, and document.signed to act on each signature.
• The fields Zapier and Make show are described in Webhooks and the API: reference.
• Sample deliveries are marked "test": true, so a workflow can skip them.