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Zap integrates with major tools so it’s easy to take care of your business, avoid double work, and get more done. Full integrations, or outside applications that work with Zap, include:
Access these integrations by selecting ZapStore from the left navigation.
If you have an active DocuSign account, you can access some essential DocuSign features in Zap.
To link your account, go to the DocuSign tile in the ZapStore and select Link DocuSign. Follow the instructions.
Once you’ve linked your account, you can do the following tasks in Zap:
dotloop is a platform for transaction management, forms, and e-signatures. You can integrate your account in the ZapStore by clicking the dotloop tile and selecting “Link dotloop”. Follow their instructions provided to link your account.
Once you’ve linked with your active account, you can begin a “loop” within Zap. Here’s how:
* NOTE: When you're creating a loop, you will be asked to select a template. Templates may be set up by your brokerage and include documents, people, and tasks that automatically upload for every transaction. If your brokerage has set up templates, you can select whichever one fits your needs (e.g. listing template, buying template, leasing template, etc). If you're an admin, you can learn to set up loop templates here. If you have any questions, please email firstname.lastname@example.org.
You can access either your Gmail or Outlook emails within Zap. This will allow you to see unread emails from your Contacts in Zap, see a history of Gmail or Outlook emails in Zap, and automatically update your contact with emails sent through Gmail or Outlook. You can choose to link either Gmail or Outlook (but not both at this time).
Home Partners of America is an organization which offers lease-to-own options for families wanting to purchase a home. Zap is supporting Home Partners by introducing an advertisement module that details Home Partners’ offerings.