How to use the Zapsign API to integrate electronic signatures and other tools.

ZapSign API enabled electronic signature Integrated, simplifying processes and increasing productivity with document automation, technical security, and adoption in connected systems such as CRMs and enterprise platforms. By eliminating the need for printing, scanning, and physical paper delivery, electronic signatures reduce the time required to complete transactions and significantly lower operational costs. especially when using ZapSign and API.

After all, the use of APIs (Application Programming Interfaces) has been fundamental for implementing electronic signatures in an integrated and effective way. Enabling communication between different software systems, these interfaces facilitate process automation, ensuring a seamless and seamless experience for end users.

In this article, we will explain everything about how to use Zapsign and APIs to integrate electronic signatures into various tools and platforms, offering practical insights and implementation examples. Good reading!

Summary:

• What is ZapSign API and its role in the automation of electronic signatures.
• How API integration improves processes in CRMs and enterprise systems.
• Legal compliance guaranteed by Provisional Measure 2.200-2/2001.
• Practical examples of integration with tools such as HubSpot and workflows via integration platforms.
• No-code integration pathways using automation applications.

Quick facts

• A ZapSign meets the legal validity requirements of Provisional Measure 2.200-2/2001, ensuring authenticity and integrity in electronic signatures.
• It's possible integrate the API from ZapSign with CRMs such as HubSpot, allowing the creation and management of documents directly within the sales system.
• The documentation of ZapSign API (API Documentation) It offers endpoints for uploading documents, adding signatories, and tracking status..

ZapSign API: what it is and how it works

An API, or Application Programming Interface, is a set of rules and protocols that allows different software to communicate with each other. In simple terms, it defines how software components should interact. This interaction may involve the exchange of data, commands and requests between different systems, allowing efficient integration and interoperability.

There are two main types of APIs: open and closed. An open API is accessible to the public and can be used by external developers to build new functionality or integrate additional services without significant restrictions. It promotes collaborative innovation and allows a community of developers to expand the capabilities of a software or platform.

On the other hand, a closed API is more restrictive and controlled by the software or platform owner. It may impose limitations on use, access and modification, often being made available only to selected partners or for internal use by the owning organization. 

Despite offering greater control over security and quality, a closed API can limit flexibility and adoption by external developers.

The choice between an open or closed API depends on the company's strategic objectives and specific software integration and development needs. Both the type play a fundamental role in organizations' ability to connect systems, expand functionality and offer integrated solutions to end users.

How APIs facilitate the integration of different systems

APIs play a strong role in facilitating the integration of different software systems. 

By defining standardized methods for communication and interaction between applications, they allow companies to combine different functionalities in an efficient and harmonious way – which both reduces the time and costs associated with developing new functionalities, and also provides a more fluid experience for users. finals.

A practical example of the application of APIs is the integration between CRM (Customer Relationship Management) systems and electronic signature tools. Through a well-designed API, companies can automate the process of generating, sending and online document signature, directly within the CRM environment. 

This way, sales representatives can prepare contracts, proposals or agreements directly in the CRM, send them to potential or current customers, and collect electronic signatures in an integrated and secure way.

This integration eliminates the need to switch between multiple platforms, improving workflow efficiency as well as ensuring that all relevant data is automatically recorded and updated in the CRM system. This provides a unified view of the customer, which simplifies the monitoring of negotiations and transactions.

In addition to the sales sector, API integration is also widely used in areas such as human resource management, finance, logistics and many others, where automation and interoperability are essential to improve operational efficiency and customer experience.

In the specific context of electronic signatures, APIs offer flexibility to customize and adapt processes according to the specific needs of each organization, while ensuring compliance with data security and privacy regulations.

Understanding how APIs like Zapsign facilitate this integration is key to simplifying administrative tasks and driving digital transformation, making companies more agile, efficient and competitive in today's market.

💡 Tip! Need a free electronic signature? Click here and create yours now!

Integration of electronic signature with ZapSign API and HubSpot

Electronic signature is an efficient and legally recognized de sign documents digitally, offering convenience, efficiency, cost reduction and security.

ZapSign's API allows you to integrate electronic signatures with CRMs like Salesforce and Hubspot, as well as suites like Google Workspace and Microsoft 365. With it, companies automate document workflows, reduce costs, and ensure legal validity in accordance with Provisional Measure 2.200-2/2001. This integration works with over 6 partner software programs, making the process secure and scalable.

Resource / Component	main function	Expected result
ZapSign API	Integrates electronic signatures into systems	Contract automation
Legal validity	Compliance with legal standards	Signatures legally accepted
Integration with HubSpot	Creates/manages documents within the CRM.	Integrated process in CRM
API endpoints	Upload, signatories, status	Programmatic subscription flow

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➡️ What is electronic signature API and how it benefits the management of a company
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Step-by-step integration via ZapSign API

Integration with other tools is a constant demand from users who need to increase their productivity and eliminate repetitive tasks. In the case of electronic signature platforms, adding a line to a Google spreadsheet, or creating a card on Trello are just examples of constant needs.

The ZapSign API allows these integrations, but as not all users have the means to create custom integrations, we developed this step-by-step guide on how to integrate ZapSign with more than 2 thousand tools, without you having to write a line of code. code.

Firstly, you must choose a tool integration application. At ZapSign, we use Zapier, Integromat and Pluga – the last one being a Brazilian company.

At ZapSign, when a plan is contracted with a bill and payment is cleared, our Google Sheets spreadsheet is updated and we receive notifications via email and Slack, all without having to write a single line of code. Communication between the tools is done through an integration application. 

In this tutorial, we'll show you how to use Zapier to automatically insert information from a completed ZapSign document into a Google Sheets spreadsheet. It is worth mentioning that Zapier has integration with more than 2 thousand tools (see here). 

Therefore, Google Sheets is just one of the examples of tools that can be integrated with ZapSign. If you want to integrate another tool, the first 10 steps of the following tutorial remain identical.

Finally, we remind you that, after a certain volume, these tools have their own pricing, which is not included in the ZapSign plan. So let's go step by step:

Step 1

Log in to Zapier and create an account.

Step 2

Once logged in, click on “MAKE A ZAP”.

Step 3

In “When this happens …”, look for the “Webhooks by Zapier” app.

Step 4

Select “Webhooks by Zapier”, then “Catch Hook” and click “CONTINUE”.

Step 5 

Copy the link that appears in “Custom Webhook URL” and paste it somewhere for later use.

Step 6

You will see a screen similar to this, written “Test your trigger”, which means that Zapier is waiting for the first events to be fired from ZapSign to understand them. Leave this tab open and saved, continuing with the next step.

Step 7 

In another browser tab (without closing the tab from step 6), log in to your ZapSign account, go to “Settings” and click on the “Integration” tab.

Step 8

Click “Enable Webhooks”, insert the custom link during step 5 and click the add button.

Step 9 

Insert a new document into ZapSign, put yourself as a signatory and sign the document. Thus, the first ZapSign events will be triggered to the Zapier webhook.

Step 10

Return to the Zapier tab that was open in step 6 and click on “Test trigger”. The result should look similar to this. Click “CONTINUE”:

Step 11

Ready! Your ZapSign is already integrated with Zapier. Now, in the “Do this…” section, you can choose more than 2 thousand tools to perform any behavior when an event occurs on ZapSign.

In this tutorial, we will continue with Google Sheets, but it can be any other tool.

Step 12 

Choose “Create Spreadsheet Row” and click “CONTINUE”.

Step 13

Connect your Gmail account in the “Choose Account” step and click “CONTINUE”.

Step 14 

Select a Drive (in the example, “My Google Drive”) and a Spreadsheet of your choice (in the example, we used the “Teste ZapSign <> Zapier” spreadsheet, which I had already created before).

Step 15 

Select a Worksheet (i.e. page of your spreadsheet). We suggest that it contains the headers “Event”, “Document Number”, “Document Status”, “Document Name”, “Original File”, “Signed File”, “When” and “Signers”, as in the example below.

Step 16

In Zapier, relate the spreadsheet columns with the information sent by ZapSign, and click “CONTINUE”. It should look like this as shown below.

Step 17

Click on “TEST & CONTINUE” and then on “TURN ON ZAP”.

Step 18 

Verify that the data was successfully entered into your spreadsheet. If everything looks good, at least one row has been inserted into your spreadsheet. And whenever an event occurs in ZapSign, another line will be inserted below it.

Step 19

The integration was completed successfully! If you want to perform a new integration with another tool, simply return to step 11 and choose a different tool.

Frequently Asked Questions (FAQ's)

What is the ZapSign API and what is it used for?
The ZapSign API is a programmatic interface that allows the integration of electronic document signing into systems, automating creation, sending, and tracking with legal validity.

Does the ZapSign API guarantee the legal validity of signatures?
Yes, signatures made via the ZapSign API meet the compliance requirements of Provisional Measure 2.200-2/2001.

How can I integrate the ZapSign API with a CRM like HubSpot?
Through ZapSign's Documentation API, you can configure calls to create and send documents and monitor their status directly within HubSpot.

What technical features does the ZapSign API offer?
Endpoints for uploading documents, adding signatories, tracking status, and integrating with automated workflows.

As you can see, using ZapSign and API to integrate electronic signatures with other tools you already use is an extremely simple and beneficial process. To learn more about how our solutions can leverage your organizational processes, speak to one of our consultants right now!