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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 "Document Opened" from Docnify.

Add your action

An action happens after the trigger—such as "Create Document From Template (Separate Recipients)" in PleaseSign.

You’re connected!

Zapier seamlessly connects Docnify and PleaseSign, 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.

Document Opened
Triggers when a document is opened by a recipient.
Trigger
Instant
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- Document ID
  Required
Action
Write
- Template ID
  Required
- Title
  Required
- Message
  Required
- Recipient 1
  Required
- Recipient 2
- Recipient 3
- Recipient 4
- Recipient 5
- Recipient 6
- Recipient 7
- Recipient 8
- Recipient 9
- Recipient 10
- Brand ID
- Folder ID
- Sender ID
Action
Write

Document Sent
Triggers when a document is sent to recipient(s).
Trigger
Instant
Try It
- Document ID
  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 Docnify and PleaseSign 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.

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Learn about AI automation

About Docnify

Docnify is a digital signing platform for simplifying signing.

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Related categories

Signatures

About PleaseSign

PleaseSign is a secure, efficient digital signing platform, offering features like multi-party signing, real-time tracking, and customisable workflows.