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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 "New Data Room Visit" from Digify.

Add your action

An action happens after the trigger—such as "Create or Update a Contact, Including Adding Tags" in systeme.io.

You’re connected!

Zapier seamlessly connects Digify and systeme.io, 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.

- Data Room
  Required
Trigger
Instant
Try It
- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
New File Download for Sent Files
Triggered when your sent file is downloaded in Document Security
Trigger
Instant
Try It
New File View for Sent Files
Triggered when your sent file is viewed in Document Security
Trigger
Instant
Try It
- Data Room
  Required
- Search Parent Folder by Keyword
- Parent Folder
- File Name
  Required
- File URL
  Required
- Send Email Notifications to Guests
Action
Write

- File
  Required
- Recipient Email
  Required
Action
Write
- Data Room Name
  Required
- Access
  Required
- Additional Email Verification
- Default Guest Permission
- Terms of Access
- Data Room Expiry
- Watermark
- Screen Shield
- New File Notifications
- File Index
- Hide Guest List
Action
Write

- Data Room
  Required
- Guest Email
  Required
Action
Write
- File/Folder
  Required
Action
Write
- File Name
  Required
- File
  Required
- Access
- Download Permission
- Watermark
- Screen Shield
- Expiry
- Term of Access
Action
Write
- File/Folder
  Required
- Guest Group
  Required
- Permission
  Required
- Screen Shield
- Apply to Nested Items
Action
Write
- Campaign
  Required
Trigger
Instant
Try It
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Course
  Required
- Access Type
  Required
Action
Write
- Course
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
- Contact email
  Required
Action
Write

- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
Try It
New File Print for Sent Files
Triggered when your sent file is printed in Document Security
Trigger
Instant
Try It
- Data Room
  Required
- Guest Group
  Required
- Guest Email
  Required
Action
Write
- Data Room
  Required
- Search Parent Folder by Keyword
- Parent Folder
- New Folder Name
  Required
Action
Write
- Data Room
  Required
- Guest Email
  Required
- Permission
- Guest Access Expiry
Action
Write
- Data Room
  Required
- Guest Group Name
  Required
- Permission
  Required
- Group Access Expiry
Action
Write
- File GUID
  Required
Action
Write
- Data Room
  Required
- Search File by Keyword
- File to be Replaced
  Required
- File URL
  Required
- Full File Name
  Required
- Comments of New File Version
- Send Email Notification to Guests
Action
Write
- Data Room
  Required
- Select Group
  Required
- New Guest Group Name
  Required
- New Group Permission
  Required
- New Group Expiry Date
Action
Write
- File/Folder
  Required
- Guest Email
  Required
- Permission
  Required
- Screen Shield
- Apply to Nested Items
Action
Write
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Action
Write
- Tag
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
Action
Write

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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 Digify and systeme.io 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 systeme.io on the Zapier blog

Make work flow with AI

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

Learn about AI automation

About Digify

Digify is a document security platform for businesses to share, manage and track confidential documents.

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Related categories

Documents

About systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.

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