- Workflow Automation
- Workflow Management
- Task and file archiving
Manage and organize completed tasks and associated files
This automation category streamlines the archiving and organization of completed tasks and their related files, ensuring nothing gets lost or overlooked. It automatically moves task data and attachments into designated folders or systems, maintaining a clean and accessible record of every finished item. By eliminating manual housekeeping steps, users save time, reduce errors, and keep all project information consistently organized.
Filter by common apps:
Asana
Google Drive
HubSpot
Todoist
TrackingTime
Trello
Webhooks by Zapier
Delay by Zapier
Docusign
ClickUp
- Move completed Asana tasks and files to designated Google Drive folder
- Get notified of updated deal stages in HubSpot, create tasks in Todoist, create tickets in HubSpot, and add projects in TrackingTime
Get notified of updated deal stages in HubSpot, create tasks in Todoist, create tickets in HubSpot, and add projects in TrackingTime
- Remove members from Trello card, delay, and archive card
Remove members from Trello card, delay, and archive card
- Trigger task update, post attachment, and set task to do in ClickUp from completed Docusign envelope
Trigger task update, post attachment, and set task to do in ClickUp from completed Docusign envelope