Introduction 👋
You've set up Juro and are agreeing on contracts faster than ever before. Now it's time to integrate any of Zapier's 5,000+ applications with Juro to maximise the value you get from Juro's workflows and contract data structures.
In a few moments, your team will be able to automate your contract workflows and keep your data in sync across multiple applications. In short, you're about to supercharge contracts. Here's what you can do and how to get set up...
What is possible 💡
With our Zapier integration, you can input and output structured data from over 5,000 apps ensuring data integrity across your tech stack and automating contract workflows. Zapier + Juro; reduces human error, speeds up contract work, and ensures that downstream tasks such as invoicing are speedy and scalable.
Using Zapier's no-code automation builder you can:
Sync contract data across multiple applications
Set up automatic and granular notifications that plug directly into your existing communications solution
Configure automatic post-signature workflows such as invoicing
Originate contracts in over 5,000 applications
Here are some examples that we've seen:
Dynamic Contract Request Forms:
Google Forms (or TypeForm) > Create Juro Contract > post contract summary in Slack
Automatic Repository Back-Up:
Juro > GDrive/Email > DropBox
We have a few other examples at the bottom of this article. Please reach out to us if you'd like to discuss potential automation - our support and legal engineering teams are here to help.
On the Juro end 🚀
There are just two steps to get ready for the integration from the Juro side.
Step 1️⃣ Create a template
For more information about creating and building your Juro template, take a look at our dedicated article. Once this is complete, follow the steps below.
On your Juro template:
Add some smartfields to your template
Add these smartfields to your internal Forms flow. There's no mapping to do for now. Adding all smartfields to the template's internal Forms flow will reveal these fields for Zapier, ready to be mapped in the other application. All mapped fields will then be pre-filled into the created contract.
Step 2️⃣ Connect Juro to Zapier 🔗
To set up the Juro <> Integration integration:
Go to Settings in Juro
Select Integrations > API.
On the next page, copy the API KEY to your clipboard to paste into Zapier in Step 2.
NOTE: only Organisation Admins can access the Integrations tab.
On the Zapier end 👉
On Zapier:
Select the Juro application
Click Sign in to Juro
Paste the API key here.
Creating your first Zap 🔌
Now you're connected to Zapier, it's time to create your first zap!
Building your zap from a different application to Juro *️⃣
For Inbound Zaps (Other Application > Juro) you are able to automatically create and share contracts from Juro based on events in over 5,000 other applications.
It can be as simple as following these four steps:
Select the first application
Follow the form through to select the account and event
Set Juro as the second application
Select the team and specify which template you would like the contract created from.
Building your zap from Juro 🏗️
Select Juro as the first application
Follow the form through to select a team and select the event you would like to trigger this zap on.
Outbound Zaps (Juro > Other Application) can be triggered by a wide range of events in the Juro platform. These include:
Contract created
Contract deleted
Contract edited
Contract commented
Contract viewed
Contract PDF generated
Contract sent for signing
Contract signed
Contract sent for approval
Approval in progress
Contract fully approved
Contract rejected
Approval cancelled
When a trigger happens there are also a range of data points that can be passed out of Juro and/or used to create conditional workflows. These include:
Contract Name
Contract Template
Contract Owner
Contract Status (Draft, Sent for approval, Signed by them, Fully Signed, etc.)
Contract Smartfields (fully customisable in Juro)
Contract Sharing URL
Example Zaps ⚡️
Juro and Teams:
Connecting Juro with Teams can be a great way to save time on routine contract tasks like approval and signing. For example, you could post a channel message in Teams when a contract is ready for approval or signing in Juro.
It can also be a great way to automatically share key contract milestones and information with your team.
Juro and Xero:
Connecting Juro and Xero you can create new sales invoice sin Xero when a contracts are fully signed in Juro dramatically streamlining post-signature workflows across your organisation.
Google Forms and Juro:
Using Zapier you can create new contracts in Juro when responses are submitted in Google Forms.
Via Zapier you can connect Juro to over 5000 applications to maximise the value of Juro's structured contract workflows and data.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀
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