Integrating with Zapier
Zapier is a no-code platform that lets you connect different apps and automate workflows. By using Magistrate's Zapier integration, you can automate your legal processes and save time.
In this guide, you will learn how to set up and use the Magistrate Zapier integration for various use cases. You will also get tips and best practices for using it effectively and securely.
Here are some examples of how you can use Magistrate Zapier integration to automate your legal tasks:
- Create & sign a sales agreement when a new deal is closed in Airtable
- Send an email notification to your client when a contract is signed in Magistrate
- Update a Google Sheet with contract details when a contract is created or updated in Magistrate
- Generate an invoice in QuickBooks when a contract is completed in Magistrate
- Generate a non-disclosure agreement (NDA) when a new prospect is added to HubSpot
- Collect investor information in a Google Form, and send a SAFE for signature
Imagine you're a brand new hot startup, Hot Startup, Inc.. You're raising your first round of capital from 10 angel investors you know well. You've decided on the basic terms: a SAFE with a $5 million post-money valuation cap. Now you have a choice.
- Start messing around with 10 different word documents and DocuSigns while trying to build a company.
- Hire a lawyer.
- Use Magistrate with Zapier to automate all this.
You choose the third option.
You decide to have a Google Form for your angel investors to fill out and, once they do, the SAFE should be sent for their signature. Once they sign, everyone gets a copy of the fully executed SAFE in their email. We can do this in a few minutes in Zapier.
Getting Set Up
To use the Magistrate Zapier integration, you need the following:
- A Magistrate account with a verified email address
- A Zapier account
- A Google account to make a Google Form
- A Google Form to collect investor information. Here's an example Pre-Seed Fundraise Google Form.
With all of that in hand, you can set up the integration with these steps. Here's a template zap, if you want to skip to the finished product.
2. Click on Create Zap
Once you create the Zap, you can give it a name. For now, we'll leave ours as "Untitled Zap" and rename it later.
3. Add the Google Forms trigger app
Type Google Forms into the search, and click on the button labeled Google Forms when it pops up.
4. Choose New Form Response as the trigger
This will cause the Zap to trigger whenever someone submits your Google Form.
5. Click on Continue
6. Link your Google Account
If you've already used Google with Zapier, you just need to choose your account. If you haven't yet used Google with Zapier, you'll have the opportunity to link your account.
7. Click on Continue
8. Choose the Google Form you created to get the investor information
9. Click on Continue
10. Test the trigger
11. You will see any responses from people who have already filled in the form.
You can use this information to test your Zap.
12. Add the Magistrate action app
Type Magistrate into the search, and click on the button labeled Magistrate when it pops up.
13. Choose the Use Blueprint event
14. Click on Continue
15. Link your Magistrate account
You'll need to grab your API token from the integrations dashboard on the Magistrate application.
16. Click on Continue
17. Choose a Blueprint
18. We're using official/safe
19. Click on Name
20. Click on Show all options
21. Click on 1. What is the legal name of the investor?
22. Enter a name for each Investor's SAFE
We want them to have a slightly different name for each investor, so we will use a field from the Google Form and add the text "- SAFE" afterwards for each. This means that if the investor's name was Ice Cream Sandwich Capital LP, the name of the document would be "Ice Cream Sandwich Capital LP - SAFE"
23. Let's pick a date for the investment.
24. The Google Form collects the date and time the form was submitted
We can use that as the date of the SAFE. Magistrate will take care of formatting it correctly.
25. Map the Investor's purchase amount
26. On the Google Form, we ask how much they are investing
We'll map that question to this field.
27. You might need to click Show all options to find what you're looking for
28. Since our investment has a post-money valuation cap, set it to true.
29. For our deal, the cap is fixed for all investors.
So we enter in 5,000,000 directly into the Cap Amount field. Because this doesn't vary by investor, we don't need to reference any field from the Google Form.
30. We're not offering Pro Rata Rights, a Discount, or an MFN
Turn all of those to False and go straight to Governing Law.
31. Choose the state your company is based in
Our hot startup is based in California.
32. Directly enter the name of the company and the email address of the signatory
Because this doesn't vary by investor, we don't need to reference any field from the Google Form.
33. Set Entity (Company) to True
A SAFE wouldn't make sense for the company to not be an entity, so Magistrate requires it to be set to True.
34. Choose the state your company is incorporated in
35. Hot Startup Inc. is incorporated in Delaware.=
36. Hot Startup Inc. is a corporation, not an LLC.
37. Sally Jones is the CEO of our company, so we hardcode her name in.
This is another field that does not vary by investor, so we hardcode it rather than referencing anything in the Google Form.
38. We hardcode Sally's title, which is Chief Executive Officer
39. Now, we enter the name of the investor
40. The name of the investor is dynamic and depends on the Google Form.
41. The email address of the investor is also provided by the Google Form
42. For this example, we will assume all investors are individuals and not entities
But this is something that could easily be grabbed from the Google Form.
43. Click on Choose value…
44. Choose whether the document should automatically be signed by you
Be careful here! If anyone can access the Google Form, they can create and sign a SAFE without you having input. If you're not sure, set this to False.
In that case, you'll get an email asking you to sign the document before your signature is attached.
45. Choose whether you want to actually send the document or just prepare a draft
46. Since this is a fully integrated workflow, we'll go ahead and select "send".
If we chose "draft", we could log into the Magistrate application to make any manual edits and send it.
47. Now, we decide whether to test our action.
Careful! With action set to "send", testing the action will actually send a document for signature.
48. Because we don't actually want to send an envelope, we skip testing.
49. Click on Publish Zap
50. Click on Publish & Turn On
That's it! You have successfully set up your Magistrate Zapier integration! Now, anytime an investor fills out your Google Form, it will automatically send a SAFE for signature and sign it on your behalf. Be careful to only set
true if your Google Form isn't public. Otherwise, you could be signing agreements without realizing it!
Here are some tips and best practices for using the Zapier integration effectively and securely:
- Use filters or paths on Zapier to control when your zaps run based on certain conditions (e.g., only run if contract status is completed).
- Use formatters or code steps on Zapier to manipulate data before sending it between apps (e.g., format dates or numbers).
- Use webhooks or custom requests on Zapier if you need more flexibility or functionality than what’s available with standard triggers or actions.
- Check for errors or warnings on Zapier regularly and fix them as soon as possible.
- Review your zaps periodically and update them if needed (e.g., change fields or settings).