Zapier Guide

Article author
Gaby Estrada
  • Updated

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.

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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

  1. Head over to your DocJuris Organizational Settings in your DocJuris account.
  2. Scroll down and copy your Organization ID. Paste this into Zapier as the Username.
  3. 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.

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If this is successful, Zapier will refresh and you will be able to click "Continue".

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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

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