Zapier is a tool that makes it easier for businesses to automate their workflows. It allows you to connect different business apps so that changes or events in one app can trigger actions in others. For example, if someone adds an expense report on Expensify, then create a card on Trello with details about the expense report. A Zapier contract integration allows you to connect your contracting workflows with thousands of different apps and bring your business processes together in one clean action. This article explains what a Zapier integration is, the benefits of connecting contracts with your apps and finally how to get started for free with the Legislate contract management tool.
What is a Zapier integration?
An app which has an integration with Zapier can connect via a Zap to thousands of apps. A Zap is a workflow which can connect your apps together a share data between the apps when certain conditions are met. Moreover, creating a Zap does not require any coding skills which makes it even more powerful for business users. As a result, Zaps are great for automating tedious and manual business processes. Zaps are also useful for helping teams effortlessly keep up-to-date with third party app notifications.
What if your contracts could connect with 5000+ apps?
Parties and stakeholders interact with contracts at different stages of the contracts' lifecycle using different tools which are specific to the person and organisation. Zapier lets you connect these tools to your contract so that all stakeholders can be on the same page as the contract progresses through its lifecycle. As a result, Zapier allows you to be notified when certain events occur or to create a contract using data from your existing CRMs. Whether you'd like to send notifications, create calendar invites or transfer data to and from your contracts, Legislate's contract management Zapier integration can make this possible.
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How to set up the Legislate Zapier integration
The Legislate API reference contains a detailed guide for setting up your Zapier integration. This section briefly explains the steps you'll need to follow to set up your integration with Legislate.
To get started, you will need both a Zapier and Legislate account. After logging into your Zapier account, create a Zap and select Legislate as the trigger. You can also specify the type of event which will trigger the Zap. In this case, the Zap will run as soon as a contract is created.
You can then select the App you'd like to integrate into the Zap after the Legislate event has been triggered. You can also select triggers to kick in later stages of the Zap.
You can then use Zapier to perform certain tasks based on the value of the event data or the contract terms. You can also format the data before sharing it with the other software platforms you use. Zapier's integrations are great as they allow you to automate your work by connecting systems and tools which wouldn't traditionally have integrations with each other. A Zapier automation for contract management will help you save time, process contracts faster and keep track of legal data. To get started for free, simply sign up to Legislate and connect Zapier to your account!