Secureframe has partnered with Zapier to bring you easy-to-use and powerful integrations that save your organization lots of time. You can use Secureframe’s new Zapier application to create custom rules and automations for your Trust Center document requests.
NOTE: Using Zapier automation on your Secureframe Trust Center is a paid feature. Please consult your account manager or customer success manager for details on Secureframe’s Advanced Trust Center offering.
Prerequisites
Some workflows (or “Zaps”) on Zapier will require your company to have a paid plan. See Zapier’s pricing information here to estimate your usage and to select a plan that works for you.
Video walkthrough
Set up an automation workflow with Secureframe’s Zapier application
In this article, we’ll walk through three examples of Zapier integrations you can create with Secureframe. You can find these Zap templates by clicking the links below:
- Automate Secureframe Trust Center document requests based on Salesforce data
- Automate Secureframe Trust Center document requests based on Hubspot data
- Post new Secureframe Trust Center request notification to Slack Channel
Alternatively, you can go to Secureframe’s Zapier application here and start a new custom integration with any app in the Zapier ecosystem.
Setting up a check in Salesforce to automatically approve document requests
- Click here to view the Zap template
- You should see the list of steps in the Zapier workflow in the visual editor, like below. You need to connect your accounts to Zapier to authorize it to take actions on your behalf
- First, click on the first step in the workflow “New Trust Center Request in Secureframe.” Then on the right click Choose on Choose an Account
- If you’ve not connected your Secureframe account previously, you’ll need to do so here by clicking Connect a new account
- You should then see a new browser window appear containing a field for your Secureframe Access key and Secret key
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To create an Access and Secret Key, go to your Secureframe account, click on your profile picture on the top right of the screen, click Company Settings then navigate to the API keys tab and click + Create API key
- Paste the Access Key and Secret Key credentials into the browser window titled “Allow Zapier to access your Secureframe Account?” and click Yes, Continue to Secureframe
- You should then see an account appear in Zapier
- Click Test and check to see if the integration pulls in any Trust Center request records. If it doesn’t, try submitting a test request on your Trust Center and try again
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Next, authenticate into your Salesforce account in the Salesforce step
- Choose an event and an action you want the Salesforce integration to take. For example, find a contact using the Find Record event. You can change the event to something other than searching a contact, such as adding a contact to a campaign or add them as a lead
- If you’re using the Salesforce integration to look up a contact, you will need to indicate which value to search by using fields from the Trust Center request object
- Next, to ensure that the workflow does not continue to run if there is no match with a contact in Salesforce, we'll add a Filter action to only continue if the email exists in Salesforce
- We’ll now update and approve the request and waive the NDA requirement (assuming one already exists with this company)--you'll need to modify this workflow depending on your Salesforce configuration and the data you store on your prospects and customers.
- We’ll select the ID parameter in our test data as the variable we’ll pass into the required Trust Center Request ID field
- Then, we’ll select “Waived” for the Document Security field and “Approve All Resources” (to approve all documents in the request, rather than just specific ones). The rest of the fields we can leave blank
- You’re set up! Once you click Publish on the Zap, your automation should be live. We’d recommend testing this by submitting document requests to your Trust Center to verify that the automation runs appropriately.
Configuring document request notifications for automation
IMPORTANT: Secureframe’s Trust Center will, by default, send admins an emailed notification when a new document request is received. To give your Zapier automation a chance to decision the request, you can incorporate a delay in the Document request automation settings area to prevent the application from notifying you if the request is automatically decisioned. You can select an interval the application should wait, or have Trust Center email you immediately upon request receipt.
Setting up a check in Hubspot to automatically approve document requests
Follow steps 1-9 in the section above “Setting up a check in Salesforce to automatically approve document requests” to set up authentication into Securefame via Zapier so it can take action on your behalf. Then, to configure your automation with Hubspot:
- Click Sign In on the Account tab of the Hubspot action step
- You’ll need to grant Zapier access to a series of permissions in Hubspot. Click Accept in the new browser window to complete your Hubspot authentication.
- Define what kind of action you would like Hubspot to take based on receiving a new Trust Center document request. In this example, we’re going to build an integration akin to the Salesforce example in the section above, where we will look up a contact to see if it exists and approve a document request if so.
- We’ll enter which contact property we want to search by and then use the email field from an example Trust Center request as our search value.
- Next, add a Filter action to only proceed in the workflow if the email exists in Hubspot.
- Then, on our final step, we’ll configure the update to the Trust Center request. Add in the ID of the request to the top, specify the document security selection, and whether you would like to approve all resources in the request (recommended).
- You’re set up! Once you click Publish on the Zap, your automation should be live. We’d recommend testing this by submitting document requests to your Trust Center to verify that the automation runs appropriately. Learn how to submit a test request here.
Posting new request notifications to a Slack Channel
Follow steps 1-9 in the section above “Setting up a check in Salesforce to automatically approve document requests” to set up authentication into Securefame via Zapier so it can take action on your behalf. Then, to configure your automation with Slack:
- Choose a Slack account to use on the second step of the automation template by clicking on the Account tab and then authenticating into the Slack team where you would like to post messages about incoming
- Once you’ve authenticated to Slack, choose a channel to send your Trust Center request notifications to. You can also customize the default message text.
- Next, test that the message works as expected by clicking Test Step
- After you’ve verified that the message posts in the channel you’ve selected and the content appears correctly, click Publish to set it live.
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