You need complex multi-step workflows triggered by document views. Simple zaps aren't flexible enough - you need conditional logic, filters, and error handling.
With Papermark you can webhooks and visitor identification to solve this end-to-end with real-time analytics.
How it works
Step by step
Step 1. Upload your contracts
Open Papermark and create a new data room. Upload your documents and organize by category. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.
Step 2. Set up access controls for clients, board members, vendors, and counterparties
Configure your security settings. In Papermark link settings, enable Visitor identification. Every viewer is verified before they can access a single page. You control exactly who among your clients, board members, vendors, and counterparties sees which documents.
Step 3. Share branded links with your recipients and track engagement
Generate a secure link and share branded links with your recipients. Papermark tracks every interaction in real-time. Know the moment someone opens your document and how deeply they engage. Open the analytics dashboard to see all engagement data as it happens.
Step 4. Create a webhook to connect external tools
Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when clients, board members, vendors, and counterparties open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.
Step 5. Choose which events trigger your automation
Pick the events relevant to your workflow. For tracking clients, board members, vendors, and counterparties engagement, select "Link Viewed". For monitoring downloads of sensitive contracts, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 6. Build visual multi-step automations with conditional logic, filters, and error handling
In Make, create a new scenario with "Custom Webhook" as the trigger. Copy the URL and add it in Papermark. Build your automation: Build visual multi-step automations with conditional logic, filters, and error handling. Make is best when you need conditional logic, like different actions based on how much of your contracts was viewed.
Tools and integrations
Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.
Make Webhook middleware
Build visual multi-step automations with conditional logic, filters, and error handling
