Zapier: Connect Your Apps and Automate Workflows

Zapier allows you to instantly connect Docubee with 2,000+ apps to automate your documents and forms. When important events happen in one of your solutions, Zapier can be configured to use this as a trigger and begin an instance of your workflow template. Docubee connects with Zapier at the group level so your teams can connect to whichever applications they need for their business processes.

How to Allow Zapier to Access Your Docubee Account?

1. Log in to your Zapier account or create a new account.
2. Navigate to “My Apps”.
3. Now click on “Connect a new account…” and search for “Docubee”
4. Enter your Docubee Group API (your access token generated at the group level in Docubee)

How to Configure Group Access

Your Docubee users can be invited to each group and set as a member or group admin. The Group Admin role will be able to generate the Token to permit Zapier to access the workflow templates, select a template, and retrieve the fields for easy mapping.

For help adding or removing group members click here.

Add Access Token

1. Log in to Docubee.
2. Click “Manage”.
3. In the left sidebar, select the group to which you want to create an access token for
4. Click “Access Tokens”.
5. Choose a name for this connection to Zapier
6. Choose the permission level. If you are starting workflows from Zapier you will need the “List workflow templates” permission. If you are using Zapier triggers in your workflow you will need the “Manage Zapier triggers” permission.
7. Click “Generate Token”.
8. Copy the token to your clipboard by clicking the copy icon or use shortcut keys on your keyboard