Automate Document Signing with Zapier and eSignly
Connect eSignly to over 5,000 apps you already use.
Go from trigger to a legally binding signature without lifting a finger.
Stop wasting time on manual data entry, endless follow-ups, and administrative bottlenecks. With the eSignly and Zapier integration, you can build powerful, no-code workflows that automatically send, track, and manage your most important documents. Reclaim your day and focus on what truly matters: growing your business.
POWERING AUTOMATED WORKFLOWS FOR FORWARD-THINKING COMPANIES
Your Document Workflow on Autopilot in 3 Simple Steps
1. Set Your Trigger
Choose an event in any of your 5,000+ connected apps. This could be a new row in Google Sheets, a deal marked 'Won' in your CRM, or a new file added to Dropbox.
2. Configure the Action
Select eSignly as the action. Map data from your trigger app to automatically populate your document template—names, dates, amounts—and specify the signers.
3. Get It Signed & Filed
eSignly sends the document for signature. Once signed, Zapier can automatically save the completed PDF back to your cloud storage and notify your team in Slack. All done.
What You Can Automate with eSignly + Zapier
Automate Sales Contracts
Trigger a contract to be sent the moment a deal is updated in your CRM (Salesforce, HubSpot, Pipedrive). Eliminate delays and close deals faster.
- Automatically populate contracts with deal data.
- Notify your sales channel when a contract is viewed and signed.
- Archive signed agreements in the correct client folder.
Streamline HR Onboarding
When a new employee is added to your HRIS (like BambooHR or Workday), automatically send them an entire onboarding package: offer letter, NDA, and policy documents.
- Ensure consistent and compliant onboarding for every hire.
- Reduce the administrative burden on your HR team.
- Create a seamless, professional first impression for new hires.
Accelerate Client Onboarding
A new client fills out a form on your website (Typeform, Gravity Forms)? Instantly send them your service agreement or proposal for signature.
- Engage new clients immediately while their interest is high.
- Eliminate manual data transfer from forms to contracts.
- Automatically create a new client project in your PM tool upon signing.
Manage Vendor & Freelancer Agreements
Add a new vendor to a spreadsheet or project management tool (like Asana or Trello) and automatically dispatch a freelancer agreement or SOW.
- Standardize how you engage with external partners.
- Keep all contractor agreements organized and accessible.
- Ensure compliance and clear terms from day one.
Execute NDAs Instantly
Before a sensitive meeting, add an attendee's email to a list and have an NDA sent to them automatically, ensuring confidentiality is secured pre-discussion.
- Protect your intellectual property without manual effort.
- Track who has signed and who hasn't in real-time.
- Create a frictionless process for partners and potential clients.
Simplify Real Estate Paperwork
When a new property listing is created or a client application is approved, automatically generate and send lease agreements or offer letters.
- Speed up the rental or purchase process significantly.
- Reduce the risk of errors from manual document creation.
- Keep all parties updated on the document status automatically.
Why Automate with eSignly?
Powerful, No-Code Workflow Builder
If you can build a Zap, you can build a signing workflow. Our integration is designed for business users, not just developers. Get your first automation live in under 10 minutes.
Bank-Grade Security & Compliance
Don't compromise on security. eSignly provides legally binding eSignatures with comprehensive audit trails, and we are compliant with SOC 2, HIPAA, GDPR, and more.
Transparent, Scalable Pricing
Start for free and scale as you grow. Our plans are designed to provide maximum value without hidden fees, making powerful automation accessible to businesses of all sizes.
Advanced Document Features
Go beyond a simple signature. Use our templates, add multiple form fields with validation logic, and ensure you collect all necessary information correctly the first time.
Seamless Cloud Integration
Our platform is built for the modern cloud ecosystem. Easily connect with Google Drive, Dropbox, OneDrive, and more to create a truly end-to-end automated process.
Dedicated Expert Support
When you need help, you'll talk to an expert. Our support team understands workflow automation and is ready to help you optimize your Zaps for peak performance.
Connect to the Tools You Rely On Every Day
eSignly and Zapier connect to thousands of applications. Here are just a few popular platforms you can integrate into your automated signing workflows.
Real-World Automation Success
Real Estate Agency Boosts Lease Signing Efficiency by 90%
Client Overview: A fast-growing property management company overseeing over 500 residential units. Their leasing agents were spending hours each week manually preparing lease agreements, sending them via email, and then chasing tenants for signatures. This manual process was slow, prone to errors, and created a poor experience for new tenants.
The Problem: The agency needed to automate the entire lease generation and signing process. The trigger was a tenant's application being marked as "Approved" in their property management software. The goal was to eliminate manual data entry, reduce the turnaround time for signed leases, and create a secure, auditable trail for every agreement.
Key Challenges:
- High volume of repetitive document preparation.
- Delays in lease signing holding up move-in dates.
- Risk of data entry errors in lease agreements.
- Lack of visibility into where a document was in the signing process.
Tech Startup Automates Global Hiring and Onboarding
Client Overview: A rapidly scaling SaaS startup hiring remote talent across multiple countries. Their lean HR team was overwhelmed with the paperwork required for each new hire, including offer letters, employment contracts tailored to local laws, and NDAs. They used HubSpot as their applicant tracking system (ATS).
The Problem: When a candidate's status was changed to "Hired" in HubSpot, the HR team needed a workflow to automatically send the correct set of documents. The process needed to be fast to secure top talent and professional to reflect their tech-forward brand. They also needed signed documents to be automatically filed in the new employee's folder in Google Drive.
Key Challenges:
- Time-consuming manual creation of hiring documents.
- Risk of sending incorrect or outdated document versions.
- Slow process could lead to losing candidates to competitors.
- Disorganized storage of critical, signed employee documents.
Digital Marketing Agency Accelerates Client Onboarding
Client Overview: A boutique digital marketing agency that prided itself on agility and client results. Their sales process was efficient, but the post-sale onboarding was a bottleneck. After a verbal agreement, it took days to manually create a Statement of Work (SOW) and service agreement, get it signed, and then create a new project in Asana and a shared client folder in Dropbox.
The Problem: The agency wanted to capitalize on a new client's excitement by getting the formal agreement signed immediately. They used Pipedrive as their CRM. The desired workflow: when a deal is moved to "Won" in Pipedrive, automatically generate the SOW from an eSignly template, send it for signature, and upon completion, trigger the creation of the Asana project and Dropbox folder.
Key Challenges:
- Momentum was lost between the sales win and project kickoff.
- Manual SOW creation was repetitive and open to copy-paste errors.
- Project managers had to wait for paperwork before starting work.
- Inconsistent setup of client projects and folders.
Hear From Users Who Automated Their Workflows
"Setting up the Zapier integration with eSignly was ridiculously easy. We automated our entire client intake process in an afternoon. It saves my team at least 10 hours a week."
"As a solo real estate agent, Zapier is my secret weapon. Adding eSignly to the mix means I can send and sign listing agreements from my phone, triggered right from my CRM. It's a massive competitive advantage."
"The reliability is what matters most. Our HR onboarding Zaps have run thousands of times without a single failure. The audit trail from eSignly gives our legal team complete peace of mind."
Frequently Asked Questions
The Zapier integration is available on all our paid plans (Professional, Business, and Enterprise). You can explore the features on our pricing page to see which plan best fits your needs. Our Free plan allows you to test the core signing functionality but does not include Zapier access.
Absolutely. The method of initiating the signature request (via Zapier) does not change the legal standing of the signature itself. All documents signed through eSignly, regardless of the workflow, comply with the U.S. ESIGN Act, UETA, and other international regulations, and come with a complete, court-admissible audit trail.
Our users create a huge variety of workflows! Some of the most common connections are with CRMs (Salesforce, HubSpot), cloud storage (Google Drive, Dropbox, OneDrive), spreadsheets (Google Sheets, Airtable), form builders (Typeform, Gravity Forms), and project management tools (Asana, Trello, Jira).
Yes, that's one of the most powerful features! When you set up your Zap, you can map data fields from your trigger app (like a client's name from your CRM or a product price from a spreadsheet) directly into your eSignly document template. This eliminates manual entry and ensures accuracy.
That's up to you! The "Document Signed" event in eSignly can act as a trigger for another Zapier action. You can automatically save the signed PDF to a specific folder in Google Drive, notify a channel in Slack, create an invoice in QuickBooks, or update a record in your CRM. The possibilities are nearly endless.
Typically, a simple workflow (e.g., Trigger -> Send eSignly Document) will use one Zapier Task. If you have a multi-step Zap that also includes filing the signed document, it might use two or more Tasks. This depends entirely on your Zapier plan and the complexity of the workflows you build.
Ready to Stop Chasing Signatures?
Put your document workflows on autopilot today. Connect eSignly and Zapier and rediscover what it feels like to have more time for your real work. Your first few documents are on us.
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