Skip to content

Connect OtterText and Digify to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate OtterText with Digify - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submitted" from OtterText.

Add your action

An action happens after the trigger—such as "Add Guest to Data Room Group" in Digify.

You’re connected!

Zapier seamlessly connects OtterText and Digify, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your OtterText to Digify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect OtterText and Digify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Form Submitted
Triggers when a customer submits a form on the website opt-in page or chat.
Trigger
Instant
Try It
- Phone
  Required
- First Name
- Last Name
- Email
- Zip
- List
Action
Write
- Scheduled Date Time
  Required
- Phone
  Required
- SMS or MMS
  Required
- Message
  Required
Action
Write
- Phone
  Required
- First Name
- Last Name
- Email
- Zip
- List
Action
Write
- Data Room GUID
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
- Data Room GUID
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
New File Print for Sent Files
Triggered when your sent file is printed in Document Security
Trigger
Instant
Try It
- Data Room GUID
  Required
- Guest Group
  Required
- Guest Email
  Required
Action
Write
- Data Room GUID
  Required
- Search File by Keyword
- Parent Folder
- New Folder Name
  Required
Action
Write
- Data Room GUID
  Required
- Guest Email
  Required
- Permission
- Guest Access Expiry
Action
Write
- Data Room GUID
  Required
- Guest Group Name
  Required
- Permission
- Group Access Expiry
Action
Write
- File
  Required
Action
Write
- Data Room GUID
  Required
- Search File by Keyword
- File
  Required
- File URL
  Required
- Full File Name
  Required
- Comments of New File Version
- Send Email Notification to Guests
Action
Write
- Data Room GUID
  Required
- Guest Group
  Required
- Guest Group Name
  Required
- Permission
- Group Access Expiry
Action
Write
- File
  Required
- Guest Email
  Required
- Permission
- Screen Shield
- Apply to Nested Items
Action
Write

Message Received
Triggers when a new message is received from an opted in customer or a new customer.
Trigger
Instant
Try It
- Phone
  Required
- SMS or MMS
  Required
- Message
  Required
Action
Write
- Phone
  Required
- Template
  Required
- SMS or MMS
  Required
- Send Type
  Required
Action
Write
- Data Room GUID
  Required
Trigger
Instant
Try It
- Data Room GUID
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
New File Download for Sent Files
Triggered when your sent file is downloaded in Document Security
Trigger
Instant
Try It
New File View for Sent Files
Triggered when your sent file is viewed in Document Security
Trigger
Instant
Try It
- Data Room GUID
  Required
- Search File by Keyword
- Parent Folder
- File Name
  Required
- File URL
  Required
- Send Email Notifications to Guests
Action
Write
- File
  Required
- Guest Email
  Required
Action
Write
- Data Room Name
  Required
- Access
  Required
- Additional Email Verification
- Default Guest Permission
- Terms of Access
- Data Room Expiry
- Watermark
- Screen Shield
- Send Email Notifications to Guests
- File Index
- Hide Guest List
Action
Write
- Data Room GUID
  Required
- Guest Email
  Required
Action
Write
- File
  Required
Action
Write
- File Name
  Required
- File URL
  Required
- Permission
- Download Permission
- Watermark
- Screen Shield
- Expiry
- Terms of Access
Action
Write
- File
  Required
- Guest Group
  Required
- Permission
- Screen Shield
- Apply to Nested Items
Action
Write

About OtterText

Boost your customer engagement through text campaigns to engage customers and grow sales on Otter Text.

Related categories

Marketing Automation

About Digify

Digify is a document security platform for businesses to share, manage and track confidential documents.

Related categories

Connect OtterText to Digify on the world's largest no-code automation platform

Sign up with Google