Pro
Set theme to dark (⇧+D)
Pro

Automate document signing with Zapier

With Tallyfy, you can easily send a form to a client for signing once a step is completed in your process. By integrating with webhooks and eSignatures services like DocuSign or HelloSign, you can automate the process and make it more efficient.

To get started, follow these simple steps:

  1. Create a Zap in Zapier to catch a webhook from Tallyfy.

  2. Launch your process in Tallyfy to trigger the signature Zap.

  3. Link your HelloSign or DocuSign account to complete the setup.

    • For HelloSign:

      • Prepare your template in HelloSign, ensuring all necessary form fields are included.
      • Add the “Send Signature Request From Template” action in Zapier.
      • Log in to your HelloSign account, select the template, and map the form fields using the webhook data.
      • Test the Zap and turn it on to automatically send a signature request whenever your Tallyfy process is completed.
    • For DocuSign:

      • Prepare your template in DocuSign, making sure to include all required form fields.
      • Add the “Create Signature Request” action in Zapier.
      • Log in to your DocuSign account, choose the template, and map the form fields using the webhook data.
      • Test the Zap and activate it to send a signature request whenever your Tallyfy process is finished.

Now, whenever a task is completed in Tallyfy, a signature request will be sent to the client through your chosen eSignatures service. With seamless automation, you can streamline your workflow and ensure the signing process is quick and hassle-free.

To know when a document has been signed and automatically complete a task in Tallyfy, you’ll need to set up a middleware system like Zapier or Power Automate. This system will listen for the completion signal from the signing service and trigger the “Mark task complete” action in Tallyfy.

By following these simple steps and harnessing the power of Tallyfy and eSignatures services, you can revolutionize your process and make signing documents a breeze. Say goodbye to manual paperwork and hello to efficiency and automation!