How to connect ZapSign and configure contract templates
Connect your ZapSign account to Cognizy and define how each contract template is filled in, who signs on behalf of the company, and how the customer receives it.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
With ZapSign connected, Cognizy automations generate contracts from your templates, filling in name, plan, amount, and dates with customer and business data. You review, approve, and the customer signs through the link. First you connect the account; then you configure each template once.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can connect ZapSign and configure templates.
- Have a ZapSign account with the contract templates already created there, with variables (such as NOME_CLIENTE).
- If Contracts does not appear in the menu, turn it on in Settings › Company › Lab.
Step by step
- Step 1:
In ZapSign, open Settings › Integrations › API ZAPSIGN and copy the API token.
- Step 2:
In Cognizy, open . Under Others, on the ZapSign card, click Connect.
- Step 3:
In the Connect ZapSign window, give the connection a name and paste the token into API Token. In Webhook Secret, create a long password just for this; in Environment, choose Production (or Sandbox, for testing). Click save.
- Step 4:
Open and click Contract templates.Sync from ZapSign to bring in the templates from your account.
- Step 5:
The templates appear under Templates, with pending variables. Click the template (in the example, Quarterly plan contract).
- Step 6:
In Variable filling, choose the Source for each one: System field (customer or business data, such as the name), Fixed value (always the same text), or AI extraction (AI pulls it from the conversation).
- Step 7:
In Company signers, click Add signer and enter who signs on behalf of the company. In Default sending, choose the Channel (Email or WhatsApp), write the Message and the Validity (days). Click Save configuration.
How to know it worked
The template no longer shows pending variables. When an automation generates a contract with it, the contract appears in Sell › Contracts as Awaiting review, already filled in.
If something goes wrong
The template does not appear after syncing.
Check whether the template exists in ZapSign and whether the pasted token is from the correct account. Click Sync from ZapSign again.
A variable is still pending.
Every active variable needs a source. Choose System field, Fixed value, or AI extraction and save.
The WhatsApp message does not save.
Choose the number that sends it and keep {{sign_url}} in the text: that is what turns into the signature link.
Next step
Review and approve the first generated contract before it goes out for signature.
Sign in with your Cognizy account to save your progress.
Sign in