Zapier & Automation Platforms

Connect SendMeDocs to Zapier, Make, n8n, or any automation platform using API keys and webhooks. No custom code required.

Prerequisites

API key — create one in Settings > API Keys (owner/admin)
Webhook endpoint (for triggers) — create one in Settings > Webhooks (owner/admin)

Triggers (incoming events)

Use SendMeDocs webhooks to trigger automations when something happens.

Setup

In your automation platform, create a Webhook trigger (Zapier: "Webhooks by Zapier" → "Catch Hook")
Copy the webhook URL from your platform
In SendMeDocs, go to Settings > Webhooks and create a new endpoint with that URL
Select the events you want to listen for

Available events

Event	When it fires
`request.created`	A new document request is sent
`request.completed`	A recipient uploads all required documents
`request.expired`	A request passes its expiration date
`request.revision_requested`	You send a request back for revisions

Payload

Every webhook delivery includes:

event — the event type (e.g. request.completed)
event_id — unique ID for deduplication
timestamp — ISO 8601 timestamp
data — event-specific payload (request ID, recipient info, status)

Webhooks are signed with HMAC-SHA256. The signature is in the Webhook-Signature header (format: t={timestamp},v1={hmac}). Your webhook secret is shown when you create the endpoint.

Actions (API calls)

Use the SendMeDocs REST API to perform actions from your automations.

Authentication

Include your API key in the Authorization header:

Authorization: Bearer smd_your_api_key_here

Base URL

https://sendmedocs.com/api/v1

Available endpoints

Method	Endpoint	Description
`GET`	`/requests`	List all requests
`POST`	`/requests`	Create a new request
`GET`	`/requests/:id`	Get request details
`GET`	`/requests/:id/files/:fileId/download`	Download a file
`POST`	`/requests/:id/cancel`	Cancel a pending request
`GET`	`/templates`	List available templates
`GET`	`/templates/:id`	Get template details
`POST`	`/templates`	Create a custom template

See the API docs for full request/response details.

Zapier: using "Webhooks by Zapier"

To call the SendMeDocs API from Zapier:

Add a Webhooks by Zapier action → Custom Request
Set Method to POST (or GET depending on the endpoint)
Set URL to https://sendmedocs.com/api/v1/requests
Add a Header: Authorization = Bearer smd_your_api_key_here
Set Content-Type header to application/json
Add the request Body as JSON

Example recipes

New form submission → Create document request

Trigger: Typeform / Google Forms / Jotform submission Action: POST to /api/v1/requests with the form respondent's name and email

When someone fills out your intake form, automatically send them a document request.

Request completed → Notify Slack channel

Trigger: SendMeDocs webhook → request.completed Action: Post a message to your Slack channel with the recipient name and a link to the dashboard

Get instant team notifications when documents arrive.

Request completed → Save to Google Drive

Trigger: SendMeDocs webhook → request.completed Action 1: GET /api/v1/requests/:id to get file details Action 2: GET /api/v1/requests/:id/files/:fileId/download to get a download URL Action 3: Upload the file to Google Drive

Automatically archive completed documents to your team's shared drive.

Request expired → Follow up

Trigger: SendMeDocs webhook → request.expired Action: Send a follow-up email or create a task in your project management tool

Never lose track of overdue document requests.

Tips

Test with the webhook test button — in Settings > Webhooks, click "Test" on any endpoint to send a sample payload
Request pool — API requests count against the same monthly pool as dashboard requests; overflow uses purchased credits
Rate limits — the API allows 60 requests per minute per API key
Idempotency — use the event_id from webhook payloads to prevent duplicate processing