Connect Zapier to GHL using OAuth 2.0 or API keys to securely access documents, templates, recipients, and contracts.
Zapier uses standard OAuth 2.0 or API key-based authentication to authorize access to your GHL account and encrypts tokens for safety.
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Trigger: When a new document is created in GHL, Zapier starts a workflow to generate related contracts and templates.
Actions: Create documents, apply templates, generate contracts, and kick off e-signature steps.
Method paths: POST /documents, POST /contracts, POST /signatures
Key fields: document_id, template_id, contract_id, recipient_id
Trigger: Document status changes to ‘Awaiting Signature’.
Actions: Send signature requests, reminders, and activity logging.
Method paths: POST /signatures, GET /signatures/{id}
Key fields: signature_id, document_id, recipient_id
Trigger: Document archived or version updated.
Actions: Create archival records, fetch latest versions, notify stakeholders.
Method paths: GET /documents/{id}/versions, POST /archives
Key fields: document_id, version_id, archive_id
Automate repetitive tasks without writing code, freeing time for higher-value work.
Synchronize documents and contract data across apps in minutes, not days.
Reduce human error with repeatable templates and triggers.
Core elements and processes you’ll encounter: endpoints, templates, recipients, workflows, and versioning.
An API URL paired with an HTTP method that performs a specific action on a resource.
Pre-built document layouts used to auto-fill fields and standardize contracts.
A sequence of automated steps triggered by an event to streamline a business process.
A package containing documents, recipients, and signing actions sent for electronic signature.
Pull client and project details from your CRM to generate personalized contracts automatically.
Trigger renewal workflows and resend updated documents to clients before expiry.
Streamline sending, reminders, and tracking for faster closes.
Create OAuth credentials or an API key in GHL and grant access to documents, templates, and contracts.
In Zapier, select the GHL Documents & Contracts API app and authorize the connection.
Create triggers, actions, and test end-to-end flows to validate your setup.
No coding is required. Zapier provides a no-code interface to map fields, set triggers, and define actions. You can build complex workflows using simple steps without writing code, saving time and avoiding errors.
The Documents & Contracts API exposes a suite of endpoints for documents, templates, recipients, envelopes, signatures, and versions. You can create, retrieve, update, list, and manage these resources through Zapier actions and triggers.
There are usually tiered limits based on your GHL plan and Zapier plan. In practice, most teams process thousands of documents per month with no issues when optimizing requests and batching where supported.
Connections use TLS encryption, OAuth 2.0 or API keys, and token storage in secure vaults. Access scopes are limited to required resources and are revocable at any time.
Yes. You can set up renewal workflows to automatically resend updated documents, notifications, and signatures before contracts expire.
Templates can be customized and reused across workflows. You can map CRM fields into templates to personalize each document automatically.
Workflow and API call logs are available in Zapier task history and GHL activity logs, with timestamps and error messages for debugging.
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Complete Operations Catalog - 126 Actions & Triggers
