DocFila + Zendesk

Attach DocFila documents to Zendesk tickets. Customers sign forms inside the support thread.

Free on Pro · Native sync · SOC 2 secured

What you can do

📥 Capture & ingest

Pull documents from Zendesk into DocFila for OCR, signing, editing, and secure storage. Two-way sync keeps both systems in lockstep.

📤 Push back results

Send signed PDFs, extracted data, and document events from DocFila back into Zendesk — at the right record, at the right time.

🤖 Trigger workflows

Combine with DocFila Pilot to build agentic, multi-step workflows that span Zendesk and the rest of your stack.

🔒 Enterprise-grade security

OAuth 2.0, scope-limited permissions, audit logs, and SOC 2 controls on every connection. Revoke access anytime.

How to connect

Open Integrations

In DocFila, go to Settings › Integrations and choose Zendesk.

Authorize

Sign in with Zendesk and grant DocFila the permissions it needs.

Configure mapping

Choose which folders, fields, or events to sync.

You're live

DocFila and Zendesk now talk to each other in the background.

Connect Zendesk to DocFila

Free on Pro. Available on Team and Business with shared workspace permissions.

Connect Zendesk