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Documate Integrations

File Management & Storage

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Integrate Clio with Documate

Clio

CRM (Customer Relationship Management)
Integrate Webhooks by Zapier with Documate

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Contacts with Documate

Google Contacts

Contact Management, Google
Integrate Google Sheets with Documate

Google Sheets

Google, Spreadsheets
Integrate Microsoft Excel with Documate

Microsoft Excel

Microsoft, Spreadsheets
Integrate Airtable with Documate

Airtable

Databases
Integrate Gmail with Documate

Gmail

Email, Google
Integrate Paths by Zapier with Documate

Paths by Zapier

Developer Tools, Zapier
Integrate DocuSign with Documate

DocuSign

Signatures
Integrate Clio with Documate

Clio

CRM (Customer Relationship Management)
Integrate Webhooks by Zapier with Documate

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Contacts with Documate

Google Contacts

Contact Management, Google
Integrate Google Sheets with Documate

Google Sheets

Google, Spreadsheets
Integrate Microsoft Excel with Documate

Microsoft Excel

Microsoft, Spreadsheets
Integrate Airtable with Documate

Airtable

Databases
Integrate Clio with Documate

Clio

CRM (Customer Relationship Management)
Integrate Webhooks by Zapier with Documate

Webhooks by Zapier

Developer Tools, Zapier
Integrate Google Contacts with Documate

Google Contacts

Contact Management, Google

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Popular ways to use Documate workflows

  • Send Slack channel messages when new workflows are completed in Documate

    • Documate logo
    • Slack logo
    Documate + Slack
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Send Channel Message

    Send Slack channel messages when new workflows are completed in Documate

    Send Slack channel messages when new workflows are completed in Documate
    • Documate logo
    • Slack logo
    Documate + Slack
  • Create Microsoft Excel rows when new workflows are completed in Documate

    • Documate logo
    • Microsoft Excel logo
    Documate + Microsoft Excel
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Add Row

  • Create Google Sheets spreadsheet rows for newly-completed Documate workflows

    • Documate logo
    • Google Sheets logo
    Documate + Google Sheets
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Create Spreadsheet Row

  • Send Gmail emails when new workflows are completed in Documate

    • Documate logo
    • Gmail logo
    Documate + Gmail
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Send Email

  • Send Microsoft Outlook emails for newly completed workflows in Documate

    • Documate logo
    • Microsoft Outlook logo
    Documate + Microsoft Outlook
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Send Email

  • Create Clio contacts when new Documate workflows complete

    • Documate logo
    • Clio logo
    Documate + Clio
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Create Person Contact

  • Create Clio matters when new workflows are completed in Documate

    • Documate logo
    • Clio logo
    Documate + Clio
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Create Matter

  • Add leads to Salesforce campaigns when new workflows are completed in Documate

    Premium
    • Documate logo
    • Salesforce logo
    Documate + Salesforce
    More details
    1. When this happens

      Step 1: Workflow Completed

    2. Then do this

      Step 2: Add Lead to Campaign

Supported triggers and actions

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About Documate

Documate is a no-code platform for document automation and building expert systems.

Related categories

  • File Management & Storage

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