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Zapier Integration

Zapier allows you to connect Blueink with thousands of other web services without writing any code. Automated connections called Zaps, set up in minutes, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Prerequisites​

To get started with Blueink on Zapier, you will need:

  1. A Blueink Account (any plan, including Trial).
  2. A Private API Key from your Blueink Dashboard.
  3. A Zapier Account.

Connecting Blueink to Zapier​

  1. Log in to your Zapier account.
  2. Navigate to My Apps and search for "Blueink".
  3. Click Connect.
  4. A popup will appear asking for your Private API Key. You can find this in your Blueink Dashboard under API > API Keys.
  5. Paste your key and click Yes, Continue.

Supported Triggers​

Triggers are events in Blueink that start a Zap.

  • Bundle Complete: Fires when all signers have completed their signatures and the Bundle status changes to co (Completed).
  • Bundle Cancelled: Fires when a Bundle is manually cancelled by the sender.
  • Bundle Error: Fires if a Bundle fails during processing or delivery.

Supported Actions​

Actions are events that Zapier performs in Blueink.

  • Create Bundle: Launch a new signature request using uploaded documents or URLs.
  • Create Bundle from Template: Launch a new signature request using a pre-defined Document or Envelope Template.
  • Update Person: Create a new contact or update an existing one in your Blueink contact database.

Common Use Cases​

1. Save Signed Documents to Cloud Storage​

Automatically upload the final signed PDF to Google Drive, Dropbox, or Box as soon as a Bundle is completed.

2. Track Signature Status in a Spreadsheet​

Add a new row to Google Sheets or Airtable whenever a Bundle is created, and update that row when the Bundle is completed.

3. Notify the Team in Slack​

Send a message to a specific Slack channel when a high-priority contract has been signed.

4. Create Envelopes from Form Submissions​

Trigger a new signature request in Blueink whenever a user submits a form in Typeform, Google Forms, or Jotform.

Tips for Success​

  • Use Test Mode: When setting up your Zap, use is_test: true in the Bundle creation actions to avoid using account credits.
  • Map Fields Carefully: When using "Create Bundle from Template", ensure you correctly map the Zapier data to the specific roles and fields defined in your Blueink template.
  • Check Task History: If a Zap isn't firing as expected, check your Zapier Task History for detailed error messages.