Precisely + Typeform

Precisely + Typeform integrations

Create Precisely contracts and send them for signing when new Typeform entries are made

Some contracts are easiest to create by collecting information. This Zapier automation creates a contract through form input. It automatically creates a Precisely contract and sends it for signing when a Typeform entry is made.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this...
Create Contract From TemplateTriggers when a new contract project is created for an organization.
ActionWrite
then do this...
Add Signee to ProjectAdds a signee to all contracts for a project.
ActionWrite
then do this!
Send a Project for SigningSends every contract in a project out for signing to all signees.
ActionWrite

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More things you can do with Typeform and Precisely

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

- 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
- Organization Id
  Required
Trigger
Polling
Try It

- Organization Id
  Required
- Project Id
  Required
- Title
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- File
  Required
- Filename
  Required
Action
Write

- Organization Id
  Required
- Project Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Message
  Required
- Remind at
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Template Id
  Required
Action
Search

- 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
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Document Id
  Required
Action
Write
- Organization Id
  Required
- Template Id
  Required
- Draft incomplete project
  Required
- Title
  Required
- External Reference Source
- External Reference Id
- Access permission
  Required
Action
Write
- Organization Id
  Required
- Project Id
  Required
- Name
  Required
- Email
  Required
- Organization
- Role
Action
Write
- Organization Id
  Required
- Document Id
  Required
- Message
  Required
Action
Write
- Organization Id
  Required
- Document Id
  Required
Action
Search
- Organization Id
  Required
- Project Id
  Required
Action
Search

About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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Related categories

Documents

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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