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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 "Envelope Completed" from eSignAnyWhere.

Add your action

An action happens after the trigger—such as "Create Agreement" in Notyfile.

You’re connected!

Zapier seamlessly connects eSignAnyWhere and Notyfile, 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.

Envelope Completed
Triggers when an envelope is completed.
Trigger
Polling
Try It
- Draft Name
  Required
- File List
  Required
- Subject
- Body
Action
Write
Completed Order
Triggers when an order is completed
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It

Processed Order
Triggers when an order is processing
Trigger
Instant
Try It
- Orgnr
  Required
- Type flag
- Type
- Supplier
- Description
- Is subscription
- Start Date
- Valid Until Date
- Renegotiation Date
- Phase
- Contact id
  Required
- Contact Firstname
  Required
- Contact Lastname
- Contact Email
- Contact Phone Number
- Contact Social Security Number
- User Id
Action
Write

- Orgnr
- Description
  Required
- Type
- Category
- Prio
- Solution
- Status
- Comment
- Phone Number
- Contact Id
- Contact Firstname
- Contact Lastname
- Contact Email
- Contact Phone Number
- Contact Social Security Number
- User Id
Action
Write
- Orgnr
- Customer Number
- Name
- Division name
- Phone Number
- Revenue
- Employees
- Adress
- Postal Code
- City
- Country
- Description
- Company Form
- County
- Website
- Main Email
- Status
- Type
- User id
Action
Write
- Orgnr
  Required
- Template Id
  Required
- Agreement Id
- Agreement Type
- Contact Id
- Contact Firstname
- Contact Lastname
- Contact Email
- Contact Phone Number
- Contact Social Secutity Code
- User Id
Action
Write
- Orgnr
- Type
- Due Date
- Body
  Required
- Peronal
- Agreement Id
- Contact Id
- Contact Firstname
- Contact Lastname
- Contact Email
- Contact Phone Number
- Contact Social Security Number
- User Id
Action
Write
- Id
  Required
- Description
- Type
- Prio
- Solution
- Status
- Comment
- Category
- Phone Number
Action
Write
- Email
  Required
Action
Search

Envelope Sent
Triggers when an envelope is sent.
Trigger
Polling
Try It
Activated Customer
Triggers when a customer is activated.
Trigger
Instant
Try It
Lost Prospect
Triggers when a prospect is lost.
Trigger
Instant
Try It
New Meeting
Triggers when a new meeting is created
Trigger
Instant
Try It
New Prospect
Triggers when a new support prospect is created.
Trigger
Instant
Try It
Updated Customer
Triggers when an customer is updated.
Trigger
Instant
Try It
- Id
  Required
- Text
Action
Write
- Customer Orgnr
  Required
- Firstname
  Required
- Lastname
- Phone Number
- Phone Number Extra
- Email
- Social Security Number
- Role
- Signatories
- User Id
Action
Write
- Customer Orgnr
  Required
- Note Text
  Required
- Note Type
- Note Pinned
- User Id
Action
Write
- Orgnr
  Required
- Status
- Type
  Required
- Invoice Adress
- Invoice Postal Code
- Invoice City
- Adress
- Postal Code
- City
- Reg Date
- Agreement Id
- Contact Id
- Contact Firstname
- Contact Lastname
- Contact Email
- Contact Phone Number
- Contact Social Secutity Code
- User Id
Action
Write
- Text
  Required
- User Id
Action
Write
- Email
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect eSignAnyWhere and Notyfile 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.

Make work flow with AI

Level up your eSignAnyWhere to Notyfile integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About eSignAnyWhere

eSignAnyWhere is a digital transaction management that helps users to sign digital documents

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Related categories

Documents

About Notyfile

Notyfile is a sales driven CRM platform that helps your organisation work better and faster together.