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⚙️ Set up your account on the Leeway Zapier App
Step 1: Create your first Zap with Leeway Zapier App
When creating an Action, select the Leeway Zapier App.
Then select the Action Event "Create Contract" that will let your automatically create a contract. The next step will be to choose an account.
Step 2: Getting your Leeway API key
In order to connect your Leeway account to Zapier, you need to get your API key.
Connect to Leeway > Go to My account > Integration > Click "Manage integration" on the API banner
Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.
Step 3: Connect your Leeway account to Leeway Zapier App
On Zapier, click on "Connect a new account".
You will be re-directed to a connection page, paste your API key, and then click on "Yes, Continue".
Et voilà! 🎉 Your Leeway account is now connected to Leeway Zapier App.
🚀 Generate a project on Leeway
Next step is to generate a project on Leeway via Zapier.
First, define your project base
Project name: it will be your project name on Leeway, it can't be empty.
Counterparty name: the project will be linked to this company name, it is mandatory to select one.
Template: you can select one your contract templates, if you haven't created any template yet you won't be able to select any template. You are free to create a project without any template.
Then, define the other fields
Following what you have chosen for your project base, you might need to complete some new fields, required or optional.
Mandatory fields are the ones used to generate the template document. It could be for instance, the translation or other fields used in the template condition.
On Zapier, you know which fields are mandatory by checking if the label "required" is added at the top right of the field. These fields must have a value if you want your Zap to run properly.
👋 Need some integration ideas?
Automate your sales workflow
💡 Generate automatically the right contract from your CRM tool every time a new deal is won.
Trigger: New opportunity on stage "Won"
Action: Create new contract on Leeway
Template: SaaS contract
Fields mapped: counterparty name, deal amount, start date, duration, renewal type
💡 Update automatically an opportunity on your CRM tool every time a contract is signed within Leeway.
Trigger: New contract signed on Leeway - Soon
Action: Update an opportunity status to "Signed"
Fields mapped: signed date
Automate your HR workflow
💡 Generate automatically an HR contract with the right information each time a new employee has filled in a form you have set up on Typeform or Google Form.
Trigger: New form filled in
Action: Create a new contract on Leeway
Template: Full-time employee contract
Fields mapped: Employee name, Employee address, Annual compensation, Variable pay, Start date
Automate your finance workflow - Soon
💡 Create automatically a new client on Stripe every time a contract is signed within Leeway.
Trigger: New contract signed on Leeway
Action: Create new client on Stripe
Fields mapped: Counterparty name, Deal amount, Start date