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Zapier

Usage​

Go to Zapier and create a new Zap. Search for the DocuMocu app.

The first time you use DocuMocu app, you will be prompted to enter an API Key and your Workspace URL. API keys can be created from Settings -> API Tokens.

The following triggers/actions are supported:

Documents - Triggers​

New Document
the payload is document

Triggers when a new document is created.

Document Updated
the payload is expanded document

Triggers when a document is updated.

Document Completed
the payload is expanded document

Triggers when a document is completed.

Documents - Actions​

Create a Document
the response is document

Documents can be created in a folder, if provided. To add recipients while creating the conversation, add recipients array to the request parameters.

Update a Document
the response is document

Updates the specified document by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Document
the response is document

Retrieves a document object.

Trash a Document
the response is empty

Move a document to trash.

Archive a Document
the response is document

Moves a document to archive. Can be restored later.

Restore a Document
the response is document

Restores a document from the trash.

Update a Document Status
the response is document

Updates the specified document status.

Recipients - Actions​

Create a Recipient
the response is recipient

Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.

Update a Recipient
the response is recipient

Updates the specified recipient by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Roles - Actions​

Create a Role
the response is role

Create a new document role.

Contacts - Triggers​

New Contact
the payload is expanded contact

Triggers when a new contact is created.

Contact Updated
the payload is expanded contact

Triggers when a contact is updated.

Contact Deleted
the payload is expanded contact

Triggers when a contact is deleted.

Contacts - Actions​

Create a Contact
the response is contact

Create a new contact and use it to create document recipients.

Update a Contact
the response is contact

Updates the specified contact by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Contact
the response is contact

Retrieves a contact object.

Templates - Actions​

Trash a Template
the response is empty

Move a template to trash.

Restore a Template
the response is template

Restores a template from the trash.

Products - Actions​

Create a Product
the response is product

Create a new product and use it quickly add products to pricing tables in documents.

Update a Product
the response is product

Updates the specified product by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Product
the response is product

Retrieves a product object.

Trash a Product
the response is empty

Move a product to trash.

Restore a Product
the response is product

Restore a product from trash.

Duplicate a Product
the response is product

Make a copy of a product.

Categories - Actions​

Create a Category
the response is category

Create a new category.

Update a Category
the response is category

Updates the specified category by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Retrieve a Category
the response is category

Retrieves a category object.

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