Docspo + Typeform

Docspo + Typeform integrations

Create clients and send documents in Docspo from new Typeform entries

If someone requests a proposal on your site, you’ll want to send it out as soon as possible. This Zapier automation will reduce that time from days to seconds. By connecting Docspo and Typeform with this integration you can auto send a contract to your client after they complete a Typeform on your site.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this...
Create ClientCreates a new client
ActionWrite
then do this...
Create DocumentCreate a new document
ActionWrite
then do this!
Send DocumentSend a document
ActionWrite

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More things you can do with Typeform and Docspo

Discover other triggers and actions you can use with Typeform and Docspo

- Agent
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
Try It

Document Expired
Triggers when a document changes status to denied.
Trigger
Instant
Try It
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
Try It

- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Try It
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Try It
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write

About Docspo

Send beautiful documents for eSignature.

HelpHelp

Related categories

Signatures

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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Related categories

Forms & Surveys

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