- Document Automation
- Document Approval
- Document Approval Automation
Automate document approval workflows and notifications
Automating document approval workflows and notifications streamlines the movement, tracking, and management of files across platforms without manual intervention. By instantly routing documents for review, sending status updates, and organizing approvals, teams eliminate bottlenecks and reduce human error. This ensures faster decision cycles, better transparency, and consistent record-keeping throughout the approval process.
Filter by common apps:
Jotform
DocsAutomator
Ignition
FYI
Filter by Zapier
Microsoft Office 365
JobTread
SignNow
Webhooks by Zapier
PandaDoc
Formatter by Zapier
monday.com
Airtable
Google Docs
SignRequest
Gmail
OnePageCRM
Sub-Zap by Zapier
Google Drive
Manychat
PleaseSign
- Generate pre-approval letter from Jotform submissions in DocsAutomator
- Notify relevant parties and create document when proposal is accepted in Ignition, and send email via Office 365
Notify relevant parties and create document when proposal is accepted in Ignition, and send email via Office 365
- Upload approved customer orders to designated folder in JobTread
Upload approved customer orders to designated folder in JobTread
- Notify endpoint when SignNow document is updated and meets criteria
Notify endpoint when SignNow document is updated and meets criteria
- Update project status in monday.com when PandaDoc document status changes
Update project status in monday.com when PandaDoc document status changes
- Trigger new Airtable record, create Google Docs contract, send SignRequest, and email notifications
Trigger new Airtable record, create Google Docs contract, send SignRequest, and email notifications
- Create customized proposal in PandaDoc when deal status updates in OnePageCRM
Create customized proposal in PandaDoc when deal status updates in OnePageCRM
- Send approval request to document management, upload result to Google Drive, and return file
Send approval request to document management, upload result to Google Drive, and return file
- Generate and send contract via direct message in Manychat when tagged as approved
Generate and send contract via direct message in Manychat when tagged as approved