Zapier Integration

DocuTrust integrates with Zapier to connect your document signing workflows to 6,000+ other applications. Automate actions when documents are signed, create submissions from external data sources, and keep your tools in sync without writing code.

Setup

Log in to your Zapier account.
Search for DocuTrust in the app directory.
Click Connect and provide your connection details:

Field	Value	Description
`Base URL`	`https://spitshake.io`	The URL of your DocuTrust instance
`API Token`	Your API token	Generate one at Settings > API > Create Token

Click Test Connection to verify.

Your API token must have sufficient scopes for the triggers and actions you plan to use. At minimum, the token needs read scope for triggers and write scope for actions.

Triggers

Triggers fire when an event occurs in DocuTrust, starting your Zap.

Form Completed

Fires when an individual signer completes their portion of a submission. Trigger data:

{
  "id": 142,
  "submission_id": 89,
  "template_id": 15,
  "email": "jane.doe@example.com",
  "name": "Jane Doe",
  "role": "Recipient",
  "status": "completed",
  "phone": "+15551234567",
  "completed_at": "2026-04-09T14:32:18.000Z",
  "opened_at": "2026-04-09T14:28:05.000Z",
  "sent_at": "2026-04-09T10:00:00.000Z",
  "external_id": null,
  "metadata": {
    "customer_id": "cust_8472",
    "deal_id": "deal_291"
  },
  "values": [
    {
      "field": "Full Name",
      "value": "Jane Doe"
    },
    {
      "field": "Email",
      "value": "jane.doe@example.com"
    },
    {
      "field": "Company",
      "value": "Acme Inc"
    },
    {
      "field": "Title",
      "value": "VP of Operations"
    },
    {
      "field": "Date",
      "value": "2026-04-09"
    },
    {
      "field": "Signature",
      "value": "https://spitshake.io/blobs/proxy/eyJfcm..."
    }
  ],
  "documents": [
    {
      "name": "Employment Agreement - Signed",
      "url": "https://spitshake.io/blobs/proxy/eyJfcm...",
      "content_type": "application/pdf",
      "size": 284716
    }
  ],
  "submission": {
    "id": 89,
    "status": "completed",
    "created_at": "2026-04-09T09:00:00.000Z",
    "completed_at": "2026-04-09T14:32:18.000Z",
    "source": "api",
    "template": {
      "id": 15,
      "name": "Employment Agreement"
    }
  }
}

Submission Completed

Fires when all signers in a submission have completed signing. Trigger data:

{
  "id": 89,
  "template_id": 15,
  "status": "completed",
  "source": "api",
  "submitters_order": "random",
  "created_at": "2026-04-09T09:00:00.000Z",
  "completed_at": "2026-04-09T15:45:30.000Z",
  "archived_at": null,
  "expire_at": null,
  "metadata": {
    "deal_id": "deal_291",
    "source": "api_client"
  },
  "template": {
    "id": 15,
    "name": "Employment Agreement",
    "created_at": "2026-03-01T10:00:00.000Z"
  },
  "submitters": [
    {
      "id": 142,
      "email": "jane.doe@example.com",
      "name": "Jane Doe",
      "role": "Recipient",
      "status": "completed",
      "completed_at": "2026-04-09T14:32:18.000Z"
    },
    {
      "id": 143,
      "email": "hr@example.com",
      "name": "HR Department",
      "role": "Sender",
      "status": "completed",
      "completed_at": "2026-04-09T15:45:30.000Z"
    }
  ],
  "documents": [
    {
      "name": "Employment Agreement - Fully Executed",
      "url": "https://spitshake.io/blobs/proxy/eyJfcm...",
      "content_type": "application/pdf",
      "size": 312450
    }
  ],
  "audit_log_url": "https://spitshake.io/submissions/89/audit_log"
}

Actions

Actions are steps that Zapier performs in DocuTrust when triggered by another app.

Create Submission

Creates a new submission from an existing template and sends it to the specified recipients. Input fields:

Field	Type	Required	Description
`template_id`	string	Yes	The template to create a submission from
`send_email`	boolean	No	Whether to send invitation emails (default: `true`)
`submitters_order`	string	No	Signing order: `random` or `sequential` (default: `random`)
`submitter_email`	string	Yes	Email address of the first submitter
`submitter_name`	string	No	Name of the first submitter
`submitter_role`	string	No	Role name (must match a role in the template)
`submitter_phone`	string	No	Phone number for SMS delivery
`submitter_values`	object	No	Pre-filled field values
`submitter_metadata`	object	No	Custom metadata for the submitter
`message_subject`	string	No	Custom email subject line
`message_body`	string	No	Custom email body (supports merge tokens)

Output data:

{
  "id": 90,
  "template_id": 15,
  "status": "pending",
  "source": "api",
  "submitters_order": "random",
  "created_at": "2026-04-09T16:00:00.000Z",
  "completed_at": null,
  "archived_at": null,
  "expire_at": null,
  "metadata": {},
  "submitters": [
    {
      "id": 144,
      "email": "new.signer@example.com",
      "name": "New Signer",
      "role": "Recipient",
      "status": "sent",
      "slug": "cD5eF7gHiJ",
      "signing_url": "https://spitshake.io/s/cD5eF7gHiJ",
      "sent_at": "2026-04-09T16:00:01.000Z",
      "opened_at": null,
      "completed_at": null,
      "phone": "+15551234567",
      "values": {
        "Full Name": "New Signer",
        "Company": "Widget Corp"
      },
      "metadata": {
        "source": "zapier"
      }
    }
  ]
}

Create from Emails

Creates submissions from a list of email addresses. Each email becomes a separate submission with its own signing link. Input fields:

Field	Type	Required	Description
`template_id`	string	Yes	The template to use
`emails`	string	Yes	Comma-separated email addresses
`send_email`	boolean	No	Whether to send invitation emails (default: `true`)
`message_subject`	string	No	Custom email subject
`message_body`	string	No	Custom email body

Output data:

{
  "submissions": [
    {
      "id": 91,
      "template_id": 15,
      "status": "pending",
      "submitters": [
        {
          "id": 145,
          "email": "signer1@example.com",
          "role": "Recipient",
          "status": "sent",
          "slug": "kL8mN0pQrS",
          "signing_url": "https://spitshake.io/s/kL8mN0pQrS"
        }
      ]
    },
    {
      "id": 92,
      "template_id": 15,
      "status": "pending",
      "submitters": [
        {
          "id": 146,
          "email": "signer2@example.com",
          "role": "Recipient",
          "status": "sent",
          "slug": "tU2vW4xYzA",
          "signing_url": "https://spitshake.io/s/tU2vW4xYzA"
        }
      ]
    }
  ]
}

Searches

Searches let Zapier look up existing data in DocuTrust.

Find Submission

Searches for a submission by ID or template ID. Search fields:

Field	Type	Required	Description
`submission_id`	number	No	Find by exact submission ID
`template_id`	string	No	Find submissions for a specific template
`status`	string	No	Filter by status: `pending`, `completed`, `archived`

Output data:

{
  "id": 89,
  "template_id": 15,
  "status": "completed",
  "source": "api",
  "submitters_order": "random",
  "created_at": "2026-04-09T09:00:00.000Z",
  "completed_at": "2026-04-09T15:45:30.000Z",
  "archived_at": null,
  "expire_at": null,
  "metadata": {
    "deal_id": "deal_291"
  },
  "template": {
    "id": 15,
    "name": "Employment Agreement"
  },
  "submitters": [
    {
      "id": 142,
      "email": "jane.doe@example.com",
      "name": "Jane Doe",
      "role": "Recipient",
      "status": "completed",
      "completed_at": "2026-04-09T14:32:18.000Z"
    },
    {
      "id": 143,
      "email": "hr@example.com",
      "name": "HR Department",
      "role": "Sender",
      "status": "completed",
      "completed_at": "2026-04-09T15:45:30.000Z"
    }
  ],
  "documents": [
    {
      "name": "Employment Agreement - Fully Executed",
      "url": "https://spitshake.io/blobs/proxy/eyJfcm...",
      "content_type": "application/pdf",
      "size": 312450
    }
  ]
}

Example Zaps

When form completed, add row to Google Sheet

Track every completed signing in a spreadsheet for reporting. Configuration:

Trigger: DocuTrust - Form Completed
Action: Google Sheets - Create Spreadsheet Row

Field mapping:

Sheet Column	Zapier Value
Signer Name	`{{name}}`
Signer Email	`{{email}}`
Role	`{{role}}`
Completed At	`{{completed_at}}`
Template	`{{submission__template__name}}`
Document URL	`{{documents__0__url}}`
Submission ID	`{{submission_id}}`

When new row in Airtable, create submission

Automatically send documents for signing when a new record appears in your CRM or project tracker. Configuration:

Trigger: Airtable - New Record in View
Action: DocuTrust - Create Submission

Field mapping:

DocuTrust Field	Airtable Value
Template ID	`15` (your template)
Submitter Email	`{{Email}}`
Submitter Name	`{{Full Name}}`
Send Email	`true`
Message Subject	`Your contract is ready for signing`
Message Body	`Hi {{Full Name}}, please sign your employment agreement.`

When submission completed, send Slack notification

Notify your team channel when all parties have signed. Configuration:

Trigger: DocuTrust - Submission Completed
Action: Slack - Send Channel Message

Message template:

All parties have signed "{{template__name}}"

Submitters:
{{submitters__0__name}} ({{submitters__0__email}}) - completed {{submitters__0__completed_at}}
{{submitters__1__name}} ({{submitters__1__email}}) - completed {{submitters__1__completed_at}}

Document: {{documents__0__url}}
Audit log: {{audit_log_url}}

When form completed, create HubSpot contact

Add signers to your CRM automatically. Configuration:

Trigger: DocuTrust - Form Completed
Action: HubSpot - Create Contact

Field mapping:

HubSpot Field	Zapier Value
Email	`{{email}}`
First Name	`{{name}}` (split)
Company	`{{values__Company}}`
Job Title	`{{values__Title}}`
Notes	`Signed {{submission__template__name}} on {{completed_at}}`

Troubleshooting

Connection fails

Verify your API token is valid and has not been revoked.
Confirm your Base URL is correct and accessible from the internet.
Check that your token has the required scopes (read for triggers, write for actions).

Trigger not firing

Zapier polls for new data at intervals (typically every 1-15 minutes depending on your Zapier plan).
For near-real-time updates, consider using webhooks directly instead of Zapier triggers.
Verify the template ID filter (if set) matches the template being signed.

Rate limits

DocuTrust enforces a rate limit of 120 requests per minute per API token. Zapier typically stays well within this limit, but high-volume Zaps with multiple actions may approach it. If you see 429 Too Many Requests errors in your Zap history, add a delay step between actions.

Getting Started

Core Guides

Embedding

Features

Security & Compliance

Legal

Zapier Integration

Zapier Integration

Setup

Triggers

Form Completed

Submission Completed

Actions

Create Submission

Create from Emails

Searches

Find Submission

Example Zaps

When form completed, add row to Google Sheet

When new row in Airtable, create submission

When submission completed, send Slack notification

When form completed, create HubSpot contact

Troubleshooting

Connection fails

Trigger not firing

Rate limits

​Zapier Integration

​Setup

​Triggers

​Form Completed

​Submission Completed

​Actions

​Create Submission

​Create from Emails

​Searches

​Find Submission

​Example Zaps

​When form completed, add row to Google Sheet

​When new row in Airtable, create submission

​When submission completed, send Slack notification

​When form completed, create HubSpot contact

​Troubleshooting

​Connection fails

​Trigger not firing

​Rate limits

Zapier Integration

Setup

Triggers

Form Completed

Submission Completed

Actions

Create Submission

Create from Emails

Searches

Find Submission

Example Zaps

When form completed, add row to Google Sheet

When new row in Airtable, create submission

When submission completed, send Slack notification

When form completed, create HubSpot contact

Troubleshooting

Connection fails

Trigger not firing

Rate limits