How to Get Started with SimplyDocs on Zapier

About SimplyDocs's Integration

What kind of authentication does SimplyDocs use?

SimplyDocs uses API Keys.

Do I need a paid SimplyDocs account to use SimplyDocs with Zapier?

You need a Professional SimplyDocs plan to use SimplyDocs with Zapier.

Do I need special account permissions in SimplyDocs to use SimplyDocs with Zapier?

No, you do not need special permissions to use Zapier with SimplyDocs

Are there any API token limits in SimplyDocs when I use SimplyDocs with Zapier?

No, there are no token limits when using SimplyDocs with Zapier.

Are there any webhook subscription limits in SimplyDocs when I use SimplyDocs with Zapier?

SimplyDocs doesn't have any webhook subscription limits when you use SimplyDocs with Zapier.

Are custom fields in SimplyDocs supported when I use SimplyDocs with Zapier?

No, SimplyDocs does not support custom fields.

Does SimplyDocs use real trigger samples from my SimplyDocs account?

Yes, SimplyDocs provides real trigger samples from your SimplyDocs account.

What kind of SimplyDocs hosted account can I use with Zapier?

SimplyDocs's Zapier integration supports cloud-hosted accounts only.

Connecting with SimplyDocs

When you create a SimplyDocs Zap, you'll be asked to enter your SimplyDocs API key.

SimplyDocs API Key

To locate your API Key in your SimplyDocs account, please follow these steps:

  1. Login into your SimplyDocs Account.
  2. Click "Configuration" in the Left Menu.
  3. Copy the User ID and Auth Token to your clipboard.
  4. In case Auth Token is not available, click "Generate auth_token" to generate one.

SimplyDocs API Key in account

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your SimplyDocs account will now be successfully connected.

Was this article helpful?
0 out of 0 found this helpful