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Integrate DocuGenerate with SignerX.com to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate DocuGenerate with SignerX.com - no code necessary. See how you can get setup in minutes.

Select a trigger from DocuGenerate

A trigger is an event that starts your Zap and runs the workflow. For example, with DocuGenerate, a trigger could be "New Document."

A trigger is the event that kicks off your automated workflow.

Setup an action from SignerX.com

An action is what takes place after the automation is triggered. For example, with SignerX.com, the action could be "Pre-Fill a Template and Send for Signatures."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DocuGenerate to SignerX.com

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect DocuGenerate to SignerX.com with a Zapier template.

Our most popular template

Send SignerX requests for new DocuGenerate documents
Details
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DocuGenerate + SignerX.com

Send SignerX requests for new DocuGenerate documents

DocuGenerate + SignerX.com

Make work flow with AI

Level up your DocuGenerate to SignerX.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect DocuGenerate and SignerX.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect DocuGenerate and SignerX.com to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Template
  Required
Trigger
Scheduled
Try It
- Template
  Required
- Name
- Format
Action
Write
Package Created
Triggers when a new package/document has been created.
Trigger
Scheduled
Try It
Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Scheduled
Try It
- Package ID
  Required
Trigger
Scheduled
Try It

- Name
Action
Write
- Name
- PDF File URL
  Required
Action
Write

New Template
Triggers when a new template is created.
Trigger
Scheduled
Try It
- File
  Required
- File Name
  Required
Action
Write
Template Published
Triggers when a template has been published.
Trigger
Scheduled
Try It
Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Scheduled
Try It
- Package ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

Learn how to automate DocuGenerate on the Zapier blog

Learn how to automate SignerX.com on the Zapier blog

About DocuGenerate

DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.

Related categories

Documents

About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

Related categories

Documents

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