Zapier Advanced Tips & Features

This article is for those who are already familiar with Zapier and have connected SignWell to Zapier.

Still not sure how to set up an integration between SignWell and Zapier? Click here.

Here's a rundown of how to get your data in the format that you need when using Zapier: 

Separating Information in SignWell Fields

If you were just about to complete the setup process for your Zap, but realized that the field data coming through SignWell is not in the correct format that you need, the following information might help.

Let's say (as an example) you are trying to create an automation that would take any new contact that you sent a contract template to, and add their name to your database. For our purposes, we'll use Google Contacts as the database that will add our document recipient/s as new contacts. 

When you get to the 2nd step, "Find Contact in Google Contacts", you see that all recipients names are pulled into one field as a line, but you need each recipient's name separately:

To separate and pull certain information from your SignWell document, you'll need to use the Formatter by Zapier as an additional step between the initial trigger and final action in your Zap:

In this particular instance, you're working with line items, which look like normal text, but in reality they are nested data structures, so you need to turn the line items into text. To do this, use the "Utilities" Action Event in the Formatter Step:

Select the "Line Item-to-Text" Transform and use the input that you'd like to separate. For our purposes, we're going to select the input for "Recipients Name" and add the separator as a comma:

Once this is done, you will have an output that is separated texts:

Now you can individually map out these items in the succeeding step: 

Accessing Specific Field Content

Maybe you don't just need the recipient's names and are instead trying to access information entered into text fields, date fields or other fields:

For instance, you would like to autopopulate your spreadsheet columns with the information that was entered in the document fields:

But, when you select "Fields Content" from the SignWell data options in Zapier, all of the fields are listed together instead of individually:

To separate the Field Content, insert the Formatter by Zapier between your trigger and the final step in the Zap: 

Since "Field Content" is also a line item, you'll need to use the "Utilities" Action Event:

Select the "Line Item-to-Text" Transform and use the input that you'd like to separate, for instance, "Field Content from SignWell" and add the separator as a comma (or other appropriate character):

After testing this event, you will have an output that is separated texts that you can individually map in the succeeding step: 

Need help setting up an integration? Get in touch with us at support@signwell.com.

For Zapier support, you can reach out to them at contact@zapier.com or through their website here.