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User Manual For ZAP

The document describes three cases for creating tasks using a Zapier integration with a document signing system. 1) Passing an existing client, template, and file will cause the Zap to automatically find the client and template IDs. 2) Passing an existing client but incorrect template will cause the client ID to be found, but not the template ID. Signature positions are then used to create the task. 3) Passing a new client, correct template and file will create the client in the system and use the new client ID to create the task.

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Roxana Yitzhak
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120 views6 pages

User Manual For ZAP

The document describes three cases for creating tasks using a Zapier integration with a document signing system. 1) Passing an existing client, template, and file will cause the Zap to automatically find the client and template IDs. 2) Passing an existing client but incorrect template will cause the client ID to be found, but not the template ID. Signature positions are then used to create the task. 3) Passing a new client, correct template and file will create the client in the system and use the new client ID to create the task.

Uploaded by

Roxana Yitzhak
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 6

Page 1 of 6

Case 1 (Path A in Zap)

1. When we are passing the correct Client Name, Client Phone, Client Email, Template
Number and Template name with File which Exists in the system.
2. The Zap will find out the ClientId and TemplateID itself and used the same for creating
the tasks.

ZAP URL End Point: https://hooks.zapier.com/hooks/catch/9433766/op08ll6

Parameter Name Parameter Value

ClientName Client’s name


ClientEmails [email protected]
ClientPhones 0547777777
TaskSubject Client Id And Templet Id Found.
Language 1
LanguageMarked He
TemplateId Calculated
ClientId Calculated / Created
IsSendOnCreation TRUE
ForceIdIssueDateUpload FALSE
ForceIdUpload FALSE
ForceSecretCode FALSE
ForceVideoUpload FALSE
SignaturePositions Calculated
File Selected File
templateNumber 82375
templateName Test Template

Code Examples
C# Code for calling
var client = new RestClient("https://hooks.zapier.com/hooks/catch/9433766/op08ll6");
client.Timeout = -1;
var request = new RestRequest(Method.POST);
request.AddFile("Form", "/C:/Users/abhinav.kashyap/Desktop/Tax 2020/LIC Abhinav Kashyap
total .pdf");
request.AddParameter("ClientName", "‫סיין‬2 ‫;)"ברק בדיקה‬
request.AddParameter("ClientEmails", "[email protected]");
request.AddParameter("ClientPhones", "0547909700");
request.AddParameter("Language", "1");
request.AddParameter("LanguageMarked", "he");
request.AddParameter("TaskSubject", "Create Task When ClientID, TemplateID and File Found
");
request.AddParameter("IsSendOnCreation", "True");
request.AddParameter("TemplateNumber", "002");
request.AddParameter("TemplateName", "Test Template 2");
Page 2 of 6

IRestResponse response = client.Execute(request);


Console.WriteLine(response.Content);

JQuery Code for calling


var form = new FormData();
form.append("Form", fileInput.files[0], "/C:/Users/abhinav.kashyap/Desktop/Tax 2020/LIC
Abhinav Kashyap total .pdf");
form.append("ClientName", "client’s name");
form.append("ClientEmails", [email protected]);
form.append("ClientPhones", "0547777777");
form.append("Language", "1");
form.append("LanguageMarked", "he");
form.append("TaskSubject", "Create Task When ClientID, TemplateID and File Found ");
form.append("IsSendOnCreation", "True");
form.append("TemplateNumber", "002");
form.append("TemplateName", "Test Template 2");

var settings = {
"url": "https://hooks.zapier.com/hooks/catch/9433766/op08ll6",
"method": "POST",
"timeout": 0,
"processData": false,
"mimeType": "multipart/form-data",
"contentType": false,
"data": form
};

$.ajax(settings).done(function (response) {
console.log(response);
});

Case 2 (Path B in Zap)

1. When we are passing the correct Client Name, Client Phone, Client Email which is
already exists with file content.
2. But wrong Template Number and Template name.
3. The Zap will find out the ClientId but unable to find TemplateID itself.
4. The Zap Uses the SignaturePositionsModel array in the request to create task.
Note : SignaturePositionsModel is required filed in this case otherwise the task will not get created.
Page 3 of 6

Parameter Name Parameter Value

ClientName ‫סיין‬2 ‫ברק בדיקה‬


ClientEmails [email protected]
ClientPhones 0547777777
TaskSubject Client Id And Templet Id Found.
Language 1
LanguageMarked He
TemplateId Calculated
ClientId Calculated Automatically
IsSendOnCreation TRUE
ForceIdIssueDateUpload FALSE
ForceIdUpload FALSE
ForceSecretCode FALSE
ForceVideoUpload FALSE
SignaturePositions Its array of Signature position Model
File Selected File
Empty or 1234 (Not Exist at 2 Sign
templateNumber Application)
Empty or Abcd (Not Exist at 2 Sign
templateName application)
SignaturesConstValues 1-1|1-2|2-4

Format of passing values in the SignatureConstValues parameter


Page Number - Signature Position | Page Number - Signature Position
1 - 2 | 1 - 3

1-2 means Page number one and top center


1-2 | 2-3 means there are two signature positions

 Page number one Top center


 Page number two Top right

Signature Positions
Value Position Names
1 Top Left
2 Top Center
3 Top Right
4 Middle Left
5 Middle Center
6 Middle Right
7 Bottom Left
8 Bottom Center
9 Bottom Right
Page 4 of 6

ZAP URL End Point: https://hooks.zapier.com/hooks/catch/9433766/op08ll6

Code Examples
C# Code for calling
var client = new RestClient("https://hooks.zapier.com/hooks/catch/9433766/op08ll6/");
client.Timeout = -1;
var request = new RestRequest(Method.POST);
request.AddFile("Form", "/C:/Users/abhinav.kashyap/Downloads/Abhinav Resume.pdf");
request.AddParameter("ClientName", "client’s name”);
request.AddParameter("ClientEmails", "[email protected]");
request.AddParameter("ClientPhones", "0547777777");
request.AddParameter("Language", "1");
request.AddParameter("LanguageMarked", "he");
request.AddParameter("TaskBundleGuid", "38844B3C-AC45-48CB-A830-CA4FDA26ED68");
request.AddParameter("TaskSubject", "Create task when Client ID Found and Templete ID Not
found");
request.AddParameter("IsSendOnCreation", "True");
request.AddParameter("TemplateNumber", "1234");
request.AddParameter("TemplateName", "abcd");
request.AddParameter("NotifySecondaryMails", "true");
request.AddParameter("SecondaryMails", "[email protected]");
request.AddParameter("SendConfirmEmailAfterSign", "true");
request.AddParameter("SignaturesConstValues", "1-2 |1-3");
IRestResponse response = client.Execute(request);
Console.WriteLine(response.Content);

JQuery Code for calling


var form = new FormData();
form.append("Form", fileInput.files[0], "/C:/Users/abhinav.kashyap/Downloads/Abhinav
Resume.pdf");
form.append("ClientName", "client’s name");
form.append("ClientEmails", "[email protected]");
form.append("ClientPhones", "0547777777");
form.append("Language", "1");
form.append("LanguageMarked", "he");
form.append("TaskBundleGuid", "38844B3C-AC45-48CB-A830-CA4FDA26ED68");
form.append("TaskSubject", "Create task when Client ID Found and Templete ID Not found");
form.append("IsSendOnCreation", "True");
form.append("TemplateNumber", "1234");
form.append("TemplateName", "abcd");
form.append("NotifySecondaryMails", "true");
form.append("SecondaryMails", "[email protected]");
form.append("SendConfirmEmailAfterSign", "true");
form.append("SignaturesConstValues", "1-2 |1-3");

var settings = {
"url": "https://hooks.zapier.com/hooks/catch/9433766/op08ll6/",
"method": "POST",
"timeout": 0,
"processData": false,
"mimeType": "multipart/form-data",
"contentType": false,
Page 5 of 6

"data": form
};

$.ajax(settings).done(function (response) {
console.log(response);
});

Case 3 (Path C in Zap )

When we are passing the New Client Name, Client Phone, Client Email which is not present
in 2 Sign system but Correct Template Number and Template name with File. The Zap will
create the client with ClientId and use that client id for creation of task.

Parameter Name Parameter Value

ClientName Client’s name


ClientEmails [email protected]
ClientPhones 0547777777
TaskSubject Client Id And Templet Id Found.
Language 1
LanguageMarked He
TemplateId Calculated
ClientId Calculated Automatically
IsSendOnCreation TRUE
ForceIdIssueDateUpload FALSE
ForceIdUpload FALSE
ForceSecretCode FALSE
ForceVideoUpload FALSE
SignaturePositions Calculated
File Selected File
templateNumber 82375
templateName Test Template

ZAP URL End Point: https://hooks.zapier.com/hooks/catch/9433766/op08ll6

Code Examples
C# Code for calling
var client = new RestClient("https://hooks.zapier.com/hooks/catch/9433766/op08ll6");
client.Timeout = -1;
var request = new RestRequest(Method.POST);
Page 6 of 6

request.AddFile("Form", "/C:/Users/abhinav.kashyap/Downloads/Abhinav Resume.pdf");


request.AddParameter("ClientName", "Client’s name");
request.AddParameter("ClientEmails", "[email protected] ");
request.AddParameter("ClientPhones", "0547777777");
request.AddParameter("Language", "1");
request.AddParameter("LanguageMarked", "he");
request.AddParameter("TaskBundleGuid", "38844B3C-AC45-48CB-A830-CA4FDA26ED68");
request.AddParameter("TaskSubject", "Create Task With File Upload ");
request.AddParameter("IsSendOnCreation", "True");
request.AddParameter("TemplateNumber", "002");
request.AddParameter("TemplateName", "Test Template 2");
IRestResponse response = client.Execute(request);
Console.WriteLine(response.Content);

JQuery Code for calling


var form = new FormData();
form.append("Form", fileInput.files[0], "/C:/Users/abhinav.kashyap/Downloads/Abhinav
Resume.pdf");
form.append("ClientName", "Client’s name");
form.append("ClientEmails", "[email protected]");
form.append("ClientPhones", "0547777777");
form.append("Language", "1");
form.append("LanguageMarked", "he");
form.append("TaskBundleGuid", "38844B3C-AC45-48CB-A830-CA4FDA26ED68");
form.append("TaskSubject", "Create Task With File Upload ");
form.append("IsSendOnCreation", "True");
form.append("TemplateNumber", "002");
form.append("TemplateName", "Test Template 2");

var settings = {
"url": "https://hooks.zapier.com/hooks/catch/9433766/op08ll6",
"method": "POST",
"timeout": 0,
"processData": false,
"mimeType": "multipart/form-data",
"contentType": false,
"data": form
};

$.ajax(settings).done(function (response) {
console.log(response);
});

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