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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 Completed" from SignWell.

Add your action

An action happens after the trigger—such as "Add a Party to a Contract" in Zefort.

You’re connected!

Zapier seamlessly connects SignWell and Zefort, 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.

- Template
- Response Format
Trigger
Instant
Try It
- Template
- Response Format
Trigger
Instant
Try It
New Contract
Triggers when a new contract is created in Zefort.
Trigger
Polling
Try It
- Contract ID
  Required
- Contract File
  Required
- Name of Contract File
Action
Write
- Contract ID
  Required
- effective_date
- end_date
- signed_date
- title
Action
Write

- Template
- Response Format
Trigger
Instant
Try It
- Document Template
  Required
- Test Mode
- From
- CC Completed Document
- Subject
- Message
- Response Format
Action
Write
- Contract ID
  Required
- Party Name
  Required
- Business organization code
- Role
Action
Write
- Contract Title
- Contract File
Action
Write

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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 SignWell and Zefort 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

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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 SignWell to Zefort integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

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Related categories

Signatures

About Zefort

Zefort is a contract management platform to easily store, search and share contracts and other important documents.

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