With Envoy, you'll be sure that every visitor to your office signs the required NDA or waiver. If you use Google Drive to keep your office's documentation neat and tidy, this zap makes it easy to retrieve signed agreements when you need them. This Envoy-Google Drive interaction sends a PDF of every signed agreement directly you a specified Google Drive folder.
Note: With Envoy, visitors are prompted to sign agreements upon their first Envoy sign-in at your office. They'll also be prompted to resign any new agreements if you change text or upload a new document. Please note that this integration only captures PDFs of agreements signed after this Zap was activated.
How It Works
- A visitor signs in with Envoy (and signs an NDA or waiver)
- Zapier saves a PDF of the signed agreement in Google Drive
What You Need
- Envoy account with signed agreements enabled
- Google Drive account
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Triggers when a visitor finishes signing in.
Create a new pre-registration in your Envoy account.
Triggers when a visitor signs out.
Create a new file from plain text.
Triggers when a visitor is pre-registered.
Copies an existing file from another service to Google Drive.
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Create a new, empty folder.
Triggers when any new file is added (inside of any folder).
Create a copy of the specified file.