Zapier: automate Macaaw with Zaps

The Macaaw app for Zapier connects Macaaw to thousands of other apps without code.

Before you start

• You need a plan with live API keys: Pro or Business. In a Business workspace, only the owner and admins can create keys.
• Zapier signs in to Macaaw with an API key. Anyone with the key can act in your workspace, so keep it in Zapier only.

How to connect Zapier

1. Open Developers and API in your account and create a live key. Name it "Zapier" so you recognise it.
2. Open Integrations and follow the link on the Zapier card to the Macaaw app in Zapier.
3. In Zapier, choose Macaaw and paste the key when asked. Zapier shows the workspace name it connected to.

How to use triggers and actions

Triggers (start a Zap when this happens in Macaaw):

• Task finished: a task started through the API (for example by a Zap) is done.
• Agreement completed: every signer has signed and the signed PDF is ready.
• Agreement declined: a recipient declined to sign.
• Invoice check approved and Invoice check needs review (Business).
• Scan saved: a scan arrived in the cloud library.

Actions (do this in Macaaw):

• Run a tool on a file: give a file from an earlier step and choose the tool and its options.
• Send an agreement from a template: give a PDF with text tags, such as one kept in Google Drive, and the recipients.
• Create an invoice check: give the invoice, purchase order and delivery note files.

Zaps that use Macaaw triggers appear on the Zapier card under Integrations.

If something goes wrong

• API access required: the key is a sandbox key, or the plan has no API access. Create a live key on Pro or Business.
• The key is invalid: it was revoked or deleted. Create a new key and reconnect the Macaaw account in Zapier.
• A trigger fires but data is missing: Macaaw never sends file contents or file names to Zapier, only ids, statuses and amounts.
• The full API reference is in the developer documentation.