Agrello Zapier integration allows you to connect hundreds of different tools to Agrellos e-contracting platform taking the document automation one step further.
You can create documents based on the triggers from other software, fill in the document templates from the data flowing from your CRMs, or spreadsheets or automatically upload files for signing from your cloud storage. These are just a few examples of automations that can be accomplished using Agrello Zapier integration.
Before starting Zapier integration with Agrello, make sure that you have created an Agrello account.
If you have not created a Zapier account yet, you can get it for free from here. Once that is done, you can start creating your first Zap.
Each Zap consists of the trigger and action at minimum.
Step 1. Click “Create Zap”
Create New Zap
Click on a Create Zap button and then name your new automation.
Step 2. Choose your trigger app and configure the trigger
The Zap contains usually the trigger app and the action app. If you want some app to do something in the Agrello app, then you need to start selecting that app as a trigger.
Choose your trigger event and follow the prompts to connect your accounts.
Step 3. Choose an action app
Choose your Action App. Then choose your action.
After that, you can configure the specific action parameters.
With Zapier integrations you can create almost unlimited workflows. From Agrello’s side you can: