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Freehold + Zapier

Zapier connects your workspace to DocuSign, Dotloop, and 7,000+ other apps — using your accounts in those tools, with nothing to install and no approval processes. Freehold's side is powered by instant, signed webhooks and the REST API.

What Freehold offers

Instant triggers: new transaction, new contact (including website leads), task completed, document uploaded, envelope completed.
Actions: create transaction, create contact, create task, add a transaction note.

You connect with two values: your Freehold URL and an API key from Settings → API keys. Add the Freehold app to your Zapier account → Prefer not to? "Webhooks by Zapier" works too, with the endpoints below.

Recipe 1 — DocuSign signing loop

Upload a document in Freehold, DocuSign sends it for signature from your own DocuSign account, and the completion lands back on the transaction.

  1. 1

    Trigger: Freehold — Document Uploaded

    With the Freehold app, pick the "Document Uploaded" trigger. (Webhooks by Zapier works too: catch hook, then add a webhook endpoint in Freehold Settings for document.uploaded.)
  2. 2

    Action: DocuSign — Send Envelope

    Connect your DocuSign account in Zapier and use "Send Envelope Using Document" (or a template). Map the signer names and emails from the transaction.
  3. 3

    Trigger: DocuSign — Envelope Completed

    A second Zap: when DocuSign reports the envelope complete…
  4. 4

    Action: Freehold — Add Transaction Note

    …write it back: "Signed via DocuSign" lands on the transaction's Notes, timestamped. Or create a task for the next step of your checklist.

Recipe 2 — Dotloop sync

Working alongside a team that lives in Dotloop? Keep both systems current without double entry.

  1. 1

    Trigger: Freehold — New Transaction

    Every new Freehold transaction…
  2. 2

    Action: Dotloop — Create Loop

    …creates a matching loop in your Dotloop account, with the address and details mapped.
  3. 3

    Trigger: Dotloop — Loop Status Change

    And in the other direction: when a loop's status changes…
  4. 4

    Action: Freehold — Create Task or Add Note

    …Freehold gets a task ("Loop moved to Under Contract — update dates") or a note on the transaction.

Under the hood

Triggers are delivered as HMAC-signed webhooks (see the API reference for signature verification). Zapier can subscribe programmatically via POST /api/v1/webhooks with { url, events }, and unsubscribe with DELETE /api/v1/webhooks/:id. Events: transaction.created, task.completed, document.uploaded, envelope.sent, envelope.completed. Writeback endpoints: POST /api/v1/tasks and POST /api/v1/notes.

Multi-step Zaps require a paid Zapier plan (Zapier's pricing, not ours). Freehold's bundled e-signing via Documenso needs none of this — Zapier is for teams that specifically want DocuSign, Dotloop, or the rest of the Zapier catalog.