Overview
Zapier is an online automation tool that connects your favorite apps, such as DocJuris, Google Forms, Google Drive, Slack, Box, Asana, Formstack, and more. With over 3500 apps integrated with DocJuris through Zapier, innumerable tasks that cause bottlenecks or decrease productivity can be automated with a few clicks of a button. Connecting two apps (or more) can automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks. As our team explores use cases based directly on client feedback, we will continue to expand this section of our website.
Getting Started
Private Access Link
To get started, click this link to get started.
Connecting DocJuris
After gaining private access to the DocJuris integration, search for DocJuris at the trigger
or action
stage of your new Zap.
Next, select an event type to proceed to authentication and click to sign in.
Your DocJuris login is not your username/password for Zapier connector. To grab your connector username/password, please see below.
Grabbing Zapier Username and Password
- Head over to your DocJuris Organizational Settings in your DocJuris account.
- Scroll down and copy your Organization ID. Paste this into Zapier as the
Username
. - Under API Keys, create a new key (name it something useful) and copy the API key. Paste this as the
Password
in the Zapier popup.
If this is successful, Zapier will refresh and you will be able to click "Continue".
Triggers
Turn Completed
Triggers when a turn is marked complete
Turn Created
Triggers when a turn is created
Turn Tagged
Triggers when a turn is tagged
Mention in Internal Comment
Triggers when a team member is tagged and mentioned.
Actions
Analyze New Contract
Creates a contract in DocJuris and analyzes it.
Import Contract
Stages the contract for creation and analysis. To create and analyze, complete the turn in DocJuris.
Get Turn Information
Get information about a contract turn in DocJuris.
Get Turn Document
Allows you to download a turn document including a screening report