Docage and Salesflare
How to connect Docage
- Via Zapier — 20 operations available. Set it up ↗
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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