ZipZign and Salesflare

How to connect ZipZign

Start a workflow when this happens

Watch document events — Triggers instantly when a document event occurs in ZipZign — created, status changed, signed, or paid.

Things Salesflare can make it do

Create a document — Creates a new document from HTML, a URL, or an uploaded PDF. Returns a document ID and shareable signing/payment link.
Get a document — Retrieves a document by ID including its status, PDF URL, and signer details.
Get a document status — Returns the current status and last updated timestamp of a document. Lightweight alternative to Get Document when you only need to poll for status changes.
Get an audit trail — Returns the full signing audit trail for a document including signer consent records, IP addresses, and a chronological event log.
Make an API call — Perform a custom authenticated request to any ZipZign API endpoint. For advanced use cases not covered by other modules.

Show 3 more actions

Send a document — Transitions a draft document to its active state and notifies recipients. Signers receive invite emails, payers receive an invoice.
Update a document — Replaces the HTML content of a draft document and regenerates its PDF. Cannot update documents that are already signed, paid, or complete.
Verify a document — Recomputes the SHA-256 hash of a signed document's PDF and checks it against the stored hash. Returns whether the document has been tampered with.

Look up existing records

List documents — Returns a paginated list of documents, with optional filters by status, type, and date range.

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