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Case management and document management

Automatic transfer of data from one platform to another

Automate the sending and receiving of electronic signatures, centralize data and improve collaboration within your team. Save time, reduce errors and optimize your workflow with a seamless integration.

Zapier

About Zapier

Zapier is a web-based automation service that enables users to integrate and automate tasks between different apps and services without having to write code. The service works by connecting two or more applications so that when a certain action (a “trigger”) takes place in one app, it can automatically perform one or more actions (an “action”) in another app.

Benefits of a Zapier integrasjon?

Improved workflow

  • Automatic sending of documents for signing when certain conditions are met
  • Reduction of manual tasks, freeing up time for more valuable activities
  • Reduced risk of human error when handling signature requests and documents

Centralization of data

  • With the integration, users don't have to switch between different systems as the entire process takes place in one unified solution
  • Integration between systems can create a centralized database for all signed documents
  • Aggregated data can help generate insights and reports on signature processes and progress

Improved collaboration

  • With the integration, users don't have to switch between different systems as the entire process takes place in one unified solution
  • Send automatic reminders to parties who need to sign documents
  • Make it easier for customers to receive and sign documents via their preferred communication channels

Get started!

If you want more information about the setup, please contact Zapier here