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Choose a Trigger

Choose an Action

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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 "Get Document Versions" from Legito.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Legito and Filter by Zapier, automating your workflow.

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.

- Document record
  Required
Trigger
Polling
Try It
Get Document Records
Triggers when there is new document record.
Trigger
Polling
Try It
- Limit
- Offset
- ID to find
Trigger
Polling
Try It
Get Templates
Triggers when there is a new template.
Trigger
Polling
Try It
- Document record
  Required
- Parent document version code
- Author ID
- Language ID
- Properties
Action
Write

- Document record
  Required
- Permission
  Required
Action
Write
- Object
  Required
- Properties
  Required
Action
Write

- File ID
  Required
Action
Write
- User
  Required
- Permission
- Country
  Required
Action
Write
- User
  Required
- Permission
  Required
- Template suite category
  Required
Action
Write
- Document record
  Required
- User email
  Required
- Permission
  Required
Action
Write
- User
- Basic permissions
- Permissions for all template suites
- Permissions for all template suites categories
- Permissions for all template suites countries
- Permissions for all objects
- When the user is allowed to auto share
  Required
Action
Write
- File ID
  Required
Action
Search
- Document record
  Required
Action
Search
- Document version code
Action
Search
- Limit
  Required
- Offset
  Required
- ID to find
Action
Search
- Limit
  Required
- Offset
  Required
- ID to find (optional)
- Email to find (optional)
Action
Search

Get Countries
Triggers when there is a new country.
Trigger
Polling
Try It
Get Document Record Types
Triggers when there is a new document record type.
Trigger
Polling
Try It
Get Template Suites Categories
Triggers when there is a new template suite category.
Trigger
Polling
Try It
Get Users
Triggers when there is a new user.
Trigger
Polling
Try It
- Name
  Required
- Document record type
  Required
- Owner
  Required
- Properties
Action
Write
- Document record
  Required
- File name
  Required
- Data
  Required
- Is attachment
Action
Write
- Name
  Required
- Email
  Required
- Caption
  Required
Action
Write
- Template suite ID
- Json integration ID
- Insert values via mapped JSON
Action
Write
- User
  Required
- Permission
  Required
- Object
  Required
Action
Write
- User
  Required
- Template suite
- Permission
Action
Write
- Document record
  Required
- Document name
- Owner
- Properties
Action
Write
- Document version code
  Required
- Format
  Required
Action
Search
- Template suite (optional)
Action
Search
- Document record
Action
Search
- Document record
  Required
Action
Search
- Object
  Required
Action
Search
- Only continue if...
  Required
Action
Filter

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Connect Legito and Filter by Zapier 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.

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.

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.

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.

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.

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.

Learn how to automate Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your Legito to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Legito

Legito is a no-code document automation platform designed for compliance, HR, legal, operations, procurement, sales, and sourcing teams.

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Related categories

Documents

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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