How to Get Started with Documate on Zapier

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About Documate's Integration

What kind of authentication does Documate use?

Documate uses API Keys.

Do I need a paid Documate account to use Documate with Zapier?

You need a paid Documate plan to use Documate with Zapier.


Do I need special account permissions in Documate to use Documate with Zapier?

No, there aren't any specific Documate account permissions to connect Documate to Zapier.

Are there any API token limits in Documate when I use Documate with Zapier?

No, there are no token limits when using Documate with Zapier.

Are there any webhook subscription limits in Documate when I use Documate with Zapier?

No, Documate doesn't have any webhook subscription limits when you use Documate with Zapier.

Are custom fields in Documate supported when I use Documate with Zapier?

Yes, Documate supports custom fields.

Does Documate use real trigger samples from my Documate account?

Yes, Documate provides real trigger samples from your Documate account.

What kind of Documate hosted account can I use with Zapier?

Documate's Zapier integration supports cloud-hosted accounts only.

Connecting with Documate

When you create a Documate Zap, you'll be asked to enter your Documate API key.

Documate API Key

To locate your API Key in your Documate account, please follow these steps:

  1. Log into your Documate account at YOURSUBDOMAIN.documate.org/manage_api.
  2. Click "New."
  3. Type in "Zapier" for the "New API Key," and leave all other fields blank.
  4. Press "Create."
  5. Copy the API key to your clipboard

Documate API Key in account

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your Documate account will now be successfully connected.

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