Mifiel Integration with Zapier

What is Zapier and how does it integrate with Mifiel?

Zapier is an automation platform that lets you connect Mifiel with thousands of applications without building a custom integration.

The integration allows you to incorporate Mifiel's electronic signature platform into automated workflows.

What can I automate with Mifiel and Zapier?

With Zapier, you can automate the creation of documents to be signed in Mifiel by connecting it to other applications — such as forms, spreadsheets, or your CRM — so that the necessary information flows automatically. This allows you to:

• Use templates to generate documents for signature, with custom fields tailored to each use case.
• Define signature parameters, such as the required signers, RFC (tax ID) verification, and allowed signing methods.
• Define document parameters, such as the signing deadline and the frequency of automatic reminders.
• Set up automated notifications to know when signatures have been completed.
  
  

How do I get started?

To get started, we recommend checking out Mifiel's available integrations on Zapier and this introductory guide to Zapier to familiarize yourself with the platform.

To use this integration, you'll need:

1. A Zapier account — if you don't already have one, you can create one at zapier.com.
2. Mifiel document credits, required to generate documents for signature.
3. Purchase the Integrations feature to enable Zapier, and request the template creation needed to automate your document generation."

Contact us via chat to subscribe to this feature and create your template.