> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clickterm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier

> Use the ClickTerm app on Zapier to verify clickwrap acceptance and download signed documents inside your Zaps.

## Introduction

The **ClickTerm app** is available on [Zapier](https://zapier.com). Once connected to your Zapier account, you can add ClickTerm as a step in any **Zap** to verify clickwrap acceptance, branch on the result, and download the signed Agreement or Certificate of Acceptance.

<Frame caption="ClickTerm Zapier app in the Zap editor">
  <img src="https://mintcdn.com/clickterm/1Jjh6u2fgL2fFGQP/connectors/zapier/images/clickterm_app_in_zapier.webp?fit=max&auto=format&n=1Jjh6u2fgL2fFGQP&q=85&s=5364da434e4dfa8fb167a942d032359d" alt="Searching for the ClickTerm Zapier app in the Zap editor" width="1574" height="1290" data-path="connectors/zapier/images/clickterm_app_in_zapier.webp" />
</Frame>

ClickTerm provides **actions** (steps that perform work in a Zap), not a **trigger**. Your application sends the verification data into a Zap using **Webhooks by Zapier** as the trigger step; ClickTerm actions then run against that data.

## When to use the Zapier app

The Zapier app is most useful when you don't run a backend. ClickTerm's public API requires your `appKey` to be sent server-side, so it can't be called from a no-code app, a marketing site, or any client-only workflow. The ClickTerm Zapier app solves this by holding your `appId` and `appKey` securely in the Zapier connection and calling the API on your behalf — Zapier becomes your backend.

If you do run a backend, you can call the [public API](/api-reference/overview) directly. Zapier is then optional — useful mainly for orchestrating downstream tools (Slack, Drive, your CRM) without writing extra code.

## What you can do

Combine ClickTerm with any other Zapier app to:

* **Require consent before proceeding** — continue a Zap only when verification returns `ACCEPTED`.
* **Archive signed documents** — store the Agreement PDF or Certificate of Acceptance in Drive, Dropbox, or your DMS for audit and compliance.
* **Notify teams** — post to Slack, email, or your CRM when an agreement is accepted.
* **Branch automations** — route downstream steps based on the verification result.

## Requirements

* A ClickTerm account.
* A ClickTerm App created from the [Integrations page](/product/integrations/integrations-overview).
* Your app credentials:
  * `appId`
  * `appKey`
* A `clicktermSignature` returned by the SDK when the user accepts or declines. For more details check [Displaying a clickwrap](/dev/guides/displaying-clickwrap).

<Warning>
  Never expose your **App Key** in client-side code. The App Key is used
  only for backend verification calls. The client SDK uses only the **App ID**.
  Store the App Key safely — it won't display again after creation, but can be
  regenerated. Regenerating the key requires updating your backend configuration.
</Warning>

## How it works

<Note>
  Your application posts the `clicktermSignature` to a webhook URL created with **Webhooks by Zapier** (the Zap's trigger). Inside the Zap, the **ClickTerm Zapier app** then verifies the Signature using the credentials from your **ClickTerm App** and, optionally, downloads the signed documents.
</Note>

<Steps>
  <Step title="User responds to the clickwrap">
    Your application displays the clickwrap using the SDK. The end user accepts or declines.
  </Step>

  <Step title="SDK returns a Signature">
    The SDK returns a `clicktermSignature` to your application — a signed token capturing the user's response. For more details check [Displaying a clickwrap](/dev/guides/displaying-clickwrap).
  </Step>

  <Step title="Send the Signature to Zapier">
    Your application posts the `clicktermSignature` to a **Webhooks by Zapier** URL. This is what triggers the Zap.
  </Step>

  <Step title="Verify with the ClickTerm Zapier app">
    Add the **ClickTerm Zapier app** as the next step in the Zap. It verifies the Signature using the `appId` and `appKey` from your **ClickTerm App** (created on the [Integrations page](/product/integrations/integrations-overview)). The result includes a status of `ACCEPTED` or `DECLINED`.

    <Frame caption="Configuring the ClickTerm Zapier app step">
      <img src="https://mintcdn.com/clickterm/1Jjh6u2fgL2fFGQP/connectors/zapier/images/zapier_app_configuration.webp?fit=max&auto=format&n=1Jjh6u2fgL2fFGQP&q=85&s=bc6877a0137a771841cf2a8d4bd55eb6" alt="Configuration screen for the ClickTerm Zapier app step" width="1544" height="1572" data-path="connectors/zapier/images/zapier_app_configuration.webp" />
    </Frame>

    <Frame caption="Connecting your ClickTerm App credentials to Zapier">
      <img src="https://mintcdn.com/clickterm/1Jjh6u2fgL2fFGQP/connectors/zapier/images/zapier_clickterm_app_access_granting.webp?fit=max&auto=format&n=1Jjh6u2fgL2fFGQP&q=85&s=ca2edc61f2844bc7c4c2e5f6a4c48eed" alt="Zapier authorization screen for connecting a ClickTerm App's appId and appKey" width="1972" height="1048" data-path="connectors/zapier/images/zapier_clickterm_app_access_granting.webp" />
    </Frame>
  </Step>

  <Step title="Continue conditionally">
    Use the verified status to continue, branch, or stop the Zap.
  </Step>

  <Step title="Optionally fetch PDFs">
    For verified `ACCEPTED` events, the ClickTerm Zapier app can download the Agreement PDF or Certificate of Acceptance, which you can pass to downstream Zap steps (Drive, Slack, your CRM, etc.).

    <Frame caption="Download document configuration">
      <img src="https://mintcdn.com/clickterm/1Jjh6u2fgL2fFGQP/connectors/zapier/images/zapier_document_download_configuration.webp?fit=max&auto=format&n=1Jjh6u2fgL2fFGQP&q=85&s=d5525157425858f63c2aa75d708f2b45" alt="Zapier step configuration for downloading a ClickTerm Agreement or Certificate" width="1554" height="1660" data-path="connectors/zapier/images/zapier_document_download_configuration.webp" />
    </Frame>
  </Step>
</Steps>

## Zapier Flow Example

<Frame caption="Example Zapier workflow">
  <img src="https://mintcdn.com/clickterm/1Jjh6u2fgL2fFGQP/connectors/zapier/images/zapier_workflow_example.webp?fit=max&auto=format&n=1Jjh6u2fgL2fFGQP&q=85&s=88ddc478632975b64abe1203a16e4dc2" alt="Example Zapier workflow using Webhooks by Zapier with ClickTerm verification and conditional branching" width="1034" height="1298" data-path="connectors/zapier/images/zapier_workflow_example.webp" />
</Frame>

```mermaid theme={null}
flowchart LR
  U[User] --> S[Signature]
  S --> Z[Zapier]
  Z --> V[Verify]
  V --> A{ACCEPTED?}
  A -->|Yes| C[Continue]
  A -->|No| D[Stop]
```

## Important notes

* Always verify the Signature before using consent.
* Only verified `ACCEPTED` events should trigger downstream workflows.
* Agreement and Certificate downloads require a verified `ACCEPTED` status.
* Never expose `appKey` in frontend or client-side code.
* Both the Agreement PDF and Certificate of Acceptance remain permanently available for download in the ClickTerm UI after a verified `ACCEPTED` event.

## Related

<CardGroup cols={2}>
  <Card title="Verifying a Signature" icon="shield-check" iconType="light" href="/dev/guides/verifying-signature">
    How verification works and what it returns.
  </Card>

  <Card title="Downloading certificates and agreements" icon="file-certificate" iconType="light" href="/dev/guides/downloading-certificates">
    Retrieve PDFs after a verified acceptance.
  </Card>

  <Card title="Integration flow overview" icon="puzzle-piece" iconType="light" href="/dev/guides/integration-flow">
    How the SDK, your backend, and ClickTerm fit together.
  </Card>
</CardGroup>
