Integrate Tilkee with Formatter by Zapier 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 Tilkee with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Tilkee

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

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

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

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

That’s it! You just connected Tilkee to Formatter by Zapier

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

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Make work flow with AI

Level up your Tilkee to Formatter by Zapier 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 Tilkee and Formatter by Zapier 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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Connect Tilkee and Formatter by Zapier 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

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.

New Connexion
Triggers when a new connexion is done on your projects.
Trigger
Instant
Try It
Document Has Been Signed
Triggers when a contact signed a document through one of your access link.
Trigger
Instant
Try It
- Name
  Required
- Content
- Format
- Tags
- External ID
- Favorite
- Retention
- Retention delay
- Share with these User IDs
- Share with everyone
Action
Write
- Project ID
  Required
- Name
  Required
- Downloadable
- Tags
- External ID
- Share with these User IDs
- Notifications enabled
- Email cible
- Theme ID
- VCard ID
Action
Write
- Project ID
  Required
- Expand
Action
Search

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
Trigger
Instant
Try It
- Project ID
  Required
- Name
  Required
- Type
  Required
- Item ID
- Downloadable
- Signable
- Watermark text
- Watermark position
- Content
- Format
- External ID
- Tags
- Favorite
- Share with these User IDs
- Share with everyone
- Retention
- Retention delay
Action
Write
- Project ID to clone
- Name
  Required
- Downloadable
- Expiration date
- Tags
- External ID
- Share with these User IDs
- Notifications enabled
- Email cible
- VCard ID
- Theme ID
- Is Template
- Access links name
  Required
Action
Write
- Search
- Owner ID
- Tags
- Tag operator
- Expand
- Type
  Required
- Extension
- Shared
- Favorite
- Created at (start)
- Created at (end)
- Limit
- Skip
Action
Search
- Search
- Tags
- Owner ID
- Consulted
- Consultable
- Signed
- Favorite
- Verdict
- Created at (start)
- Created at (end)
- Is Template
- Shared
- Expand
- Limit
- Skip
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Tilkee on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

About Tilkee

Use Tilkee's latest API to track how your contacts read your documents.

Related categories

Proposal & Invoice Management

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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