Zapier Integration Guide

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Quick Start

  1. Create an API Key

    Go to Integrations → Click "Create API Key" → Name it "Zapier" → Save the key

  2. Connect to Zapier

    Go to Zapier.com → Create a Zap → Search "Writ (QuikDB)"

  3. Authenticate

    Paste your API key when prompted → Test connection → Start building!

🔑 How to Create an API Key

Step 1: Upgrade to a Paid Plan

Zapier integration is only available for paid subscribers (Monthly, Annual, or Lifetime plans). Pricing

Step 2: Navigate to Integrations

From your dashboard, click Integrations in the navigation menu.

Step 3: Create API Key

Click "+ Create API Key" → Enter a name (e.g., "Zapier Integration") → Click "Create"

⚠️ Important: Save your API key immediately! You won't be able to see it again.

Example Workflows

Copy these workflows to automate your document signing process:

📊

Salesforce Deal → Send Contract

When a Salesforce deal is marked "Closed Won", automatically send an NDA or contract for signature

💾

Signed Document → Google Drive

When all parties sign a document, automatically save the signed PDF to Google Drive

💬

Signed Document → Slack Notification

Get instant Slack notifications when important documents are fully signed

🎯

HubSpot Deal → Send Agreement

Automatically send service agreements when HubSpot deals reach a specific stage

📧

Signed Document → Gmail Email

Send an email to your team when a contract is fully executed

📋

Signed Document → Google Sheets Log

Track all signed documents in a Google Sheets spreadsheet for reporting

💰

Signed Contract → QuickBooks Invoice

Create an invoice in QuickBooks when a service contract is signed

📦

Signed Document → Dropbox Backup

Automatically backup all signed documents to your Dropbox account

Troubleshooting

❌ Error: "Invalid API key"

Cause: The API key is incorrect, inactive, or belongs to a free account.

Solution:

  • Verify you copied the entire API key (starts with quikdb_)
  • Make sure you're on a paid plan (Monthly, Annual, or Lifetime)
  • Check if the API key is still active in your Integrations page
  • Try creating a new API key
❌ Error: "Zapier integration is only available for paid subscribers"

Cause: Your account is on the free plan.

Solution:

❌ Trigger not firing / No new documents detected

Cause: Zapier checks for new signed documents every 15 minutes (free plan) or 5 minutes (paid plan).

Solution:

  • Wait at least 15 minutes after a document is signed
  • Make sure the document status is "completed" (all parties have signed)
  • Check the Zap history in Zapier to see if any errors occurred
  • Upgrade your Zapier plan for faster polling (1-5 minutes)
❌ Can't find "Writ (QuikDB)" in Zapier

Cause: The integration is invite-only (private beta).

Solution:

  • Make sure you're logged into Zapier with the same email as your Writ (QuikDB) account
  • Try searching for "QuikDB" instead of "Writ (QuikDB)"
  • Contact support if you still can't find it
❌ "Create Signature Request" action fails

Cause: Missing required fields or invalid data.

Solution:

  • Ensure Document Title is provided
  • Ensure Recipient Email is a valid email address
  • Ensure Recipient Name is provided
  • Template ID is optional - leave blank if not using a template
  • Check the Zap error log for specific error messages

❓ Frequently Asked Questions

Do I need a paid Zapier account?

No! Zapier's free plan gives you 100 tasks/month, which is enough for most small businesses. You can upgrade to Zapier Starter ($19.99/mo) for 750 tasks/month if needed.

What counts as a "task" in Zapier?

Each time your Zap runs, it counts as one task. For example, if a document is signed and your Zap sends it to Google Drive, that's 1 task. If 50 documents are signed in a month, that's 50 tasks.

Can I use multiple Zaps with one API key?

Yes! One API key can be used for unlimited Zaps. However, you may want to create separate API keys for different use cases to better track usage.

How do I revoke an API key?

Go to Integrations → Find the API key → Click "Delete". This will immediately invalidate the key and stop all Zaps using it.

Can I test the integration before going live?

Yes! After connecting your API key, use Zapier's "Test trigger" and "Test action" buttons to verify everything works. You can also create test documents in Writ (QuikDB) and sign them yourself.

Still Need Help?

Our support team is here to help you get the most out of Zapier automation.