Quick summary
This tutorial shows how to connect SignRequest to Notion using Zapier by creating a Zap that automatically sends signed document data to a Notion database. Once configured, the integration eliminates manual data entry by triggering Notion updates whenever a SignRequest event occurs.
Steps
- Head over to the left-side panel and click 'Create'.
- Choose 'Zaps' from the list of options.
- Click the 'Trigger' tab to start the integration process.
- Search for 'SignRequest' and select it from the suggested results.
- Specify your preferred 'Trigger Event'.
- Tap 'Sign In' and log into your SignRequest account.
- Tap 'Authorize' to accept the terms and allow the necessary permissions.
- Provide all required details to configure the Trigger accordingly.
- Tap 'Continue' to run your input and test the Trigger.
- Click 'Continue With Selected Record' to proceed further.
- Search for 'Notion' and choose it as the Action app.
- Click the drop-down menu and select the specific 'Action Event' you wish to use.
- Tap 'Sign In' and log into your Notion account.
- Click 'Select Pages' to choose which Notion pages to connect.
- Tick the checkbox beside your preferred Notion page, then click 'Allow Access'.
- Fill out the input fields with the necessary information one by one.
- Tap 'Continue' to publish and enable the integration.
- Your SignRequest account will now be connected to Notion instantly.
