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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
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

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

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.
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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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

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.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

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.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
    Polling
    Try It
    • Template
      Required
    • Name
    • Format
    Action
    Write
  • SignerX.com triggers, actions, and search
    Package Created

    Triggers when a new package/document has been created.

    Trigger
    Polling
    Try It
  • SignerX.com triggers, actions, and search
    Package Sent

    Triggers when a package/document is sent for signatures.

    Trigger
    Polling
    Try It
  • DocuGenerate triggers, actions, and search
    New Template

    Triggers when a new template is created.

    Trigger
    Polling
    Try It
    • File
      Required
    • File Name
      Required
    Action
    Write
  • SignerX.com triggers, actions, and search
    Template Published

    Triggers when a template has been published.

    Trigger
    Polling
    Try It
  • SignerX.com triggers, actions, and search
    Package Complete

    Triggers when a new package/document is signed by all parties.

    Trigger
    Polling
    Try It
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About DocuGenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
HelpHelp
Related categories
Documents
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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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