RDocs - Zapier

The RDocs™ for Zapier integration connects RDocs™’ intelligent document delivery, tracking, and post-send control capabilities with over 7,000 apps on the Zapier platform. This integration enables users to build no-code automated workflows (Zaps) that streamline the secure sharing, tracking, locking and even kill-switch control of RPD™ files and more. By automating RPD™ file delivery and monitoring, users gain full visibility into document engagement, while maintaining the power to revoke access at any time—boosting security, compliance, and efficiency across sales, legal, compliance, and client service processes, all without requiring coding skills.

This article covers the following topics:

• Pre-requisites
• How to connect your RDocs account in Zapier
• Actions supported in the RDocs – Zapier integration
• How to create Zaps with RDocs

Pre-requisites

To use RDocs in Zapier, you will need:

- Active RDocs login credentials and an appropriate RDocs user plan.

- An active Zapier account with proper access to the capabilities required by your integration.

Note: Zapier users are responsible for their own Zapier accounts and licensing.

How to connect your RDocs account in Zapier

To use RDocs in Zapier, you’ll first need to connect to your RDocs account. Follow these steps to establish the connection:

1. Create a Zap: Start by creating a Zap and select RDocs for the action step. Click on the Sign in button to initiate the RDocs login.

2. A new window will open. In here, you need to enter your RDocs username and password. 

3. Confirm connection: After entering your details, click on Yes, Continue to RDocs. Upon successful authentication, the window will close automatically.

4. Confirm Account in Zapier: Return to Zapier, where you’ll see that your account was successfully added. 

Note: You only need to log in to your RDocs account once in Zapier. This connection will remain active for future Zaps, eliminating the need for repeated logins.

Actions supported in the RDocs – Zapier integration

The RDocs integration with Zapier allows you to set up various actions to automate secure document delivery and track compliance within your own workflows, among other capabilities. Here are the currently available actions you can set up with RDocs in Zapier:

- Create/Send RPD: Creates an RPD (Rights Protected Document), with the option to send it via email to readers. Note: when you create an RPD, it’s important you store the Document ID of it, which is returned in this action, to manage the RPD.

- Retrieve RPD information by ID: Retrieves the information about an RPD based on its Document ID. Among the information returned is the features enabled, the readers, and the open records of the RPD.  

- Kill RPD by ID: Kills an RPD based on its Document ID. This ensures that the document content is completely wiped out and cannot be accessed by any readers.  

Note: When setting up actions, any optional fields you leave blank will automatically use RDocs' default settings for those features.

How to create Zaps with RDocs

To start creating Zaps with RDocs in Zapier, follow these steps:

1. In Zapier, click on Zaps: 

2. Then, click on the + Create button and on New Zap to create a new Zap: 

Choose a Trigger to start your Zap, and then click on the Action to set up RDocs for the action step:

3. In the search bar, type RDocs and select the latest version of the RDocs app: 

4. Click on the Action event input and select the action you want to use for the Zap from the list of available actions: 

5. Customize your action settings as needed, test the Zap, and click Publish to activate it.