Overview
The Stiply–Zapier integration lets you automate and connect Stiply with thousands of apps—without coding. Use Zapier to streamline workflows across sales, marketing, support, and more.
1. What is the Zapier integration?
Zapier is a no-code automation platform that connects Stiply with over 8,000 other apps (e.g. SharePoint, Salesforce, HubSpot). By setting up Zaps, you can trigger actions in Stiply automatically based on events in other tools.
2. Core features
- Triggers: Events like “Sign Request Completed” start automated workflows.
- Actions: Automate tasks such as “Send Sign Request” from other apps.
- Two-way sync: Integrate data flow between Stiply and your CRM, support, or project tools.
3. Common use cases
- Automatically send signing requests when a deal closes in CRM (e.g. Salesforce, Close or Pipedrive).
- Upload signed contracts to cloud storage (e.g. SharePoint, Google Drive or Dropbox) when complete.
- Notify teams in Slack or Microsoft Teams when documents are signed.
4. How to set up
- Create a free Zapier account.
- Connect your Stiply account to Zapier.
- Select a trigger - for example: Sign Request completed
- Select an action - for example: Save document in SharePoint folder X
- Customize mapping (e.g. document file, signer email).
- Test the Zap and turn it on.
5. Supported triggers and actions from Stiply
- Trigger: Sign Request Completed
- Action: Send Sign Request
6. Benefits of using Zapier with Stiply
- No coding needed: Automate complex workflows quickly without needing any development skills.
- Time-saving: Eliminates manual steps in document processes.
- Seamless data flow: Keeps your apps in sync with your documents.
7. Examples and templates we have created for you
At Stiply we're a fan of how Zapier can automate your workflows and make your work easier and more fun to do. No one wants to sent 30 documents for signing manually, especially now you know you don't have to. We also know it might be challenging to start using Zapier which is why we have created a few Zap Templates for you to start with.
- Take a look at what the Zapier integration can do for you
- Start immediately by selecting your template on our Zapier page
Important Notes
- Zapier supports Stiply integration with all major CRMs, cloud storage, communication, and project tools.
- Setting up a Zap requires permission to access your Stiply and target app accounts.
- Test your Zaps carefully to ensure correct file/data mappings and functionality.
- For some tools (e.g. SharePoint & Salesforce) you'll need a paid Zapier account
Automatically uploading a signed document to Google Drive: