Docage and Salesflare

How to connect Docage

About Docage

Docage is an electronic signature platform and fully eIDAS compliant.

Docage operations on Zapier

Triggers (2)

Start a workflow when this happens

  • Docage Event — Triggers when a defined event happen, with the help of a webhook.
  • Transaction Has Been Signed — Triggers when a transaction is signed, with the help of a webhook

Actions (11)

Things Salesflare can make it do

  • Add Contact to Boxes — Adds a Contact to Boxes
  • Add Contacts to Box — Adds Contacts to a Box
  • Create Box — Creates a Box
  • Create Contact — Creates a Contact
  • Create Full Transaction From Template — Creates a full Transaction from a Transaction Template
Show 6 more actions
  • Download Transaction Documents — Download the transaction documents in a zip file
  • Download Transaction Documents and Proof File — Download the transaction documents and the proof file and a zip file
  • Find an exisitng transaction or Create a new one — Finds a transaction by its Id
  • Find or Create Box — Finds a Box by its Name
  • Find or Create Contact — Finds a Contact by its Email
  • Find or Create Transaction — Finds a Transaction (or a Transaction Template) by its Name

Searches (7)

Look up existing records

  • Find Box by Id — Finds a Box by its Id
  • Find Box by Name — Finds a Box by its Name
  • Find Contact by Email — Finds a Contact by its Email
  • Find Contact by Id — Finds a Contact by its Id
  • Find Form by Id — Finds a Form by its Id
Show 2 more searches
  • Find Transaction by Id — Finds a transaction by its Id
  • Find Transaction by Name — Finds a Transaction (or a Transaction Template) by its Name

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