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RDocs Integrations

Documents

Put RDocs to work with AI and enterprise-grade automation

Automate smarter with RDocs and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate Gmail with RDocsIntegrate Gmail with RDocs
Gmail
Email, Google
Integrate Microsoft Teams with RDocsIntegrate Microsoft Teams with RDocs
Microsoft Teams
Microsoft, Team Chat
Integrate Slack with RDocsIntegrate Slack with RDocs
Slack
Team Chat
Integrate HubSpot with RDocsIntegrate HubSpot with RDocs
HubSpot
Marketing Automation
Integrate Airtable with RDocsIntegrate Airtable with RDocs
Airtable
Databases
Integrate Google Docs with RDocsIntegrate Google Docs with RDocs
Google Docs
Documents, Google
Integrate Salesforce with RDocsIntegrate Salesforce with RDocs
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with RDocsIntegrate ActiveCampaign with RDocs
ActiveCampaign
Marketing Automation
Integrate Microsoft SharePoint with RDocsIntegrate Microsoft SharePoint with RDocs
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate Gmail with RDocsIntegrate Gmail with RDocs
Gmail
Email, Google
Integrate Microsoft Teams with RDocsIntegrate Microsoft Teams with RDocs
Microsoft Teams
Microsoft, Team Chat
Integrate Slack with RDocsIntegrate Slack with RDocs
Slack
Team Chat
Integrate HubSpot with RDocsIntegrate HubSpot with RDocs
HubSpot
Marketing Automation
Integrate Airtable with RDocsIntegrate Airtable with RDocs
Airtable
Databases
Integrate Google Docs with RDocsIntegrate Google Docs with RDocs
Google Docs
Documents, Google
Integrate Gmail with RDocsIntegrate Gmail with RDocs
Gmail
Email, Google
Integrate Microsoft Teams with RDocsIntegrate Microsoft Teams with RDocs
Microsoft Teams
Microsoft, Team Chat
Integrate Slack with RDocsIntegrate Slack with RDocs
Slack
Team Chat
Integrate HubSpot with RDocsIntegrate HubSpot with RDocs
HubSpot
Marketing Automation
Integrate Airtable with RDocsIntegrate Airtable with RDocs
Airtable
Databases
Integrate Google Docs with RDocsIntegrate Google Docs with RDocs
Google Docs
Documents, Google
Integrate Salesforce with RDocsIntegrate Salesforce with RDocs
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with RDocsIntegrate ActiveCampaign with RDocs
ActiveCampaign
Marketing Automation
Integrate Microsoft SharePoint with RDocsIntegrate Microsoft SharePoint with RDocs
Microsoft SharePoint
Microsoft, Team Collaboration

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Launch your first automated workflow

  • Create RPDs™ in RDocs from new Google Docs

    • Google Docs logo
    • RDocs logo
    Google Docs + RDocs
  • Create RPDs in RDocs from new Salesforce case attachments

    Premium
    Details
    • Salesforce logo
    • RDocs logo
    Salesforce + RDocs
  • Create/send RPDs™ in RDocs from new Slack files

    • Slack logo
    • RDocs logo
    Slack + RDocs
  • Create RPDs in RDocs from New Microsoft Teams Files

    • Microsoft Teams logo
    • RDocs logo
    Microsoft Teams + RDocs
  • Convert new or updated Microsoft SharePoint files into RDocs RPDs™ and send them

    Premium
    Details
    • Microsoft SharePoint logo
    • RDocs logo
    Microsoft SharePoint + RDocs
  • Convert new Clio documents to RPDs in RDocs and send them

    • Clio logo
    • RDocs logo
    Clio + RDocs
  • Create RPDs™ in RDocs from new Google Docs

    • Google Docs logo
    • RDocs logo
    Google Docs + RDocs
  • Create RPDs in RDocs from new Salesforce case attachments

    Premium
    Details
    • Salesforce logo
    • RDocs logo
    Salesforce + RDocs
  • Create/send RPDs™ in RDocs from new Slack files

    • Slack logo
    • RDocs logo
    Slack + RDocs
  • Create RPDs in RDocs from New Microsoft Teams Files

    • Microsoft Teams logo
    • RDocs logo
    Microsoft Teams + RDocs
  • Convert new or updated Microsoft SharePoint files into RDocs RPDs™ and send them

    Premium
    Details
    • Microsoft SharePoint logo
    • RDocs logo
    Microsoft SharePoint + RDocs
  • Convert new Clio documents to RPDs in RDocs and send them

    • Clio logo
    • RDocs logo
    Clio + RDocs
    • 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.

        • Note
        • Return RPD in Base-64 format?
          Required
        • Send RPD via email?
          Required
        • Files
          Required
        • File Name
          Required
        • File MIME Type
          Required
        • Sender address
          Required
        • Generate multiple RPD?
        • Reader’s Email Address
        • Reader’s First Name
        • Reader’s Last Name
        • Reader’s Mobile Country Code
        • Reader’s Mobile Number
        • Subject / Description
          Required
        • Email Body
        • SideNote
        • RPD Status
        • Record opening times?
        • Enable Geo-location feature?
        • Enable "Proof of sending" feature?
        • Enable "Notification of reading" feature?
        • Enable "Reader IP recorded" feature?
        • Enable "Reader email addresses recorded" feature?
        • Record read times per reader?
        • Record time spent reading per reader?
        • Enable "Voting" feature?
        • Enable "Share votes" feature?
        • Enable "Restricted distribution" feature?
        • Send verification code via email?
        • Send verification code via SMS?
        • Enable "Display distribution list" feature?
        • Restrict access to RPD by domain?
        • Use watermark?
        • Max reads per reader
        • Enable "Identify leakers" feature?
        • Enable "Timestamp" feature?
        • Enable "Print" feature?
        • Location Protection by region
        • Location Protection by IP
        • Launches
        • Expires
        • Allow responses to
        • Language
        • Max views per document
        Action
        Write
        • Document ID
          Required
        Action
        Search
        • Document ID
          Required
        • Note
          Required
        Action
        Write

      For builders

      Let your AI safely access RDocs

      Go beyond Zap workflows. Install Zapier in your AI to call RDocs actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in RDocs from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create/Send RPD
      • Kill RPD by ID

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose RDocs actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a RDocs connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "rdocs", owner: "me" });
      
      await zapier.runAction({
        app: 'rdocs',
        action: 'create_rpd',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      RDocs Help & Support

      Common questions

      rdocs logo
      About RDocs
      RDocs is a document security platform that empowers you to protect, control, track, or kill access to documents in-the-ether, even after sending.
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