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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contract" from Zefort.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

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Zapier seamlessly connects Zefort and Formatter by Zapier, automating your workflow.

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Make work flow with AI

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

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Connect Zefort and Formatter 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.

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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.

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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.

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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.

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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.

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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.

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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

New Contract
Triggers when a new contract is created in Zefort.
Trigger
Polling
Try It
- Contract ID
  Required
- Contract File
  Required
- Name of Contract File
Action
Write
- Contract ID
  Required
- effective_date
- end_date
- signed_date
- Contract Title
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

- Contract ID
  Required
- Party Name
  Required
- Business organization code
- Role
Action
Write
- Contract Title
- Contract File
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Formatter by Zapier on the Zapier blog

About Zefort

Zefort is a contract management platform to easily store, search and share contracts and other important documents.

Related categories

Content & Files

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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