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  1. Document Automation
  2. File Management
  3. Automated file organization

Manage and organize files based on specific conditions or updates

Automating file management ensures your documents are organized and up to date without manual effort. Rules triggered by updates or new records automatically create, move, replace, or label files based on your criteria. This streamlines workflows, prevents misplaced documents, and keeps all stakeholders informed without lifting a finger.

Filter by common apps:

  • Dropbox
  • Google Drive
  • Pipedrive
  • EasyFTP
  • Formatter by Zapier
  • Looping by Zapier
  • Google Sheets
  • Knack
  • Airtable
  • Filter by Zapier
  • Box
  • Slack
  • Sub-Zap by Zapier