Document assembly is all about automating the creation of a document or documents. These platforms make it easier to create documents and maintain quality control through field merging, conditional formatting, and workflow assembly. Documate knows that automation is key, and they have enhanced their ability to assist even outside of the platform. With a robust Zapier integration, Documate can help you integrate document assembly into the rest of your workflow. 

Build Better with Documate and Zapier

A lot of products integrate with Zapier. Many of them, however, integrate in name only. Their triggers or actions lack depth, and they won’t carry much information from one platform to another. Not Documate. Their Zapier integration sends all the workflow information to the Zap, and ultimately to the connected platform.

Additionally, Documate doesn’t expect your firm to know all the ins and outs of Zapier. Not only does their documentation help you understand their own platform, they have in-depth training on how to use Zapier as well.

Take a look at the video below to see Documate and Zapier in action.

Demo Video

How to Get It

Ready to learn more? Check out our full review of Documate. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

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Last updated August 30th, 2023