Is the WoltSign Zapier integration free to use?

The WoltSign side is included in your WoltSign plan. Zapier has its own pricing based on the number of Zaps and tasks. Check Zapier's current pricing at zapier.com/pricing.

What WoltSign actions are available in Zapier?

Available actions include: create a signing request from a template, send a reminder, and void a request. Available triggers include: signing completed, signer declined, and request expired. See the WoltSign Zapier app page for the current action list.

Do I need technical skills to set up a Zapier integration?

No. Zapier is designed for non-developers. Most WoltSign Zaps take under 15 minutes to set up using Zapier's step-by-step editor.

Can I use Zapier to send documents to different people based on conditions?

Yes. Zapier's Filter and Paths steps let you route Zaps differently based on conditions. For example, send different templates to US vs. EU contacts, or route to different signers based on a deal value.

Integration

Native Zapier app

Automate WoltSign with Zapier

WoltSign has a published Zapier app. This is a native Zapier integration. No developer setup is required.

Connect Zapier See setup docs

Use cases

What teams do with WoltSign and Zapier

Trigger a WoltSign signing request when a new row is added to a Google Sheet (for example, a new client onboarded)
Notify a Slack channel when a document is signed
Create a WoltSign request when a HubSpot deal reaches a specific stage
Archive completed signed documents to a cloud storage folder automatically

Workflow

How it works

Three steps from trigger to completed signature. Full setup detail lives in the documentation.

1
Find WoltSign in the Zapier app directory. Connect your WoltSign account with your API key.
2
Set the trigger: a new row in a spreadsheet, a CRM stage change, or a form submission. Set the action: create a WoltSign signing request from a template with fields populated from the trigger.
3
Zapier runs the automation every time the trigger fires. No manual steps required.

FAQ

Zapier integration FAQ

Is the WoltSign Zapier integration free to use?: The WoltSign side is included in your WoltSign plan. Zapier has its own pricing based on the number of Zaps and tasks. Check Zapier's current pricing at zapier.com/pricing.
What WoltSign actions are available in Zapier?: Available actions include: create a signing request from a template, send a reminder, and void a request. Available triggers include: signing completed, signer declined, and request expired. See the WoltSign Zapier app page for the current action list.
Do I need technical skills to set up a Zapier integration?: No. Zapier is designed for non-developers. Most WoltSign Zaps take under 15 minutes to set up using Zapier's step-by-step editor.
Can I use Zapier to send documents to different people based on conditions?: Yes. Zapier's Filter and Paths steps let you route Zaps differently based on conditions. For example, send different templates to US vs. EU contacts, or route to different signers based on a deal value.

Get started

Connect Zapier to WoltSign

Open your WoltSign account, connect via Zapier or the REST API, and follow the setup guide at /documentation.

Connect Zapier See setup docs