- Document Automation
- Document Approval
- Instant approval alerts
Notify team members about document approval status
This automation category streamlines communication by sending instant notifications to team members whenever a document moves through approval stages. It eliminates manual status checks, reduces delays, and ensures everyone stays informed in real time. By integrating messaging platforms and storage solutions, it boosts transparency and accelerates decision-making.
Filter by common apps:
Pardot
Code by Zapier
Webhooks by Zapier
commonsku
Filter by Zapier
PDF.co
Front
to.co
Slack
Ignition
Microsoft Office 365
SignNow
Google Drive
Mattermost
PandaDoc
Cling
Microsoft Teams
SignWell
Formatter by Zapier
Google Sheets
- Notify team members in communication platform when new document access request is received
- Send sales order for client approval with PDF attachment and personalized message via commonsku, PDF.co, and Front
Send sales order for client approval with PDF attachment and personalized message via commonsku, PDF.co, and Front
- Notify user via Slack when document is approved with relevant details
Notify user via Slack when document is approved with relevant details
- Notify team members via email when proposal is accepted in Ignition and send client details
Notify team members via email when proposal is accepted in Ignition and send client details
- Upload completed approval forms to Google Drive and notify the team in Mattermost
Upload completed approval forms to Google Drive and notify the team in Mattermost
- Notify team in Slack when a document is sent in PandaDoc
Notify team in Slack when a document is sent in PandaDoc
- Upload completed purchase approvals to Google Drive and notify team on Slack
Upload completed purchase approvals to Google Drive and notify team on Slack
- Notify team channel in Microsoft Teams when a document is accepted from Cling with offer and seller details
Notify team channel in Microsoft Teams when a document is accepted from Cling with offer and seller details
- Track consent document completion in SignWell, add row in Google Sheets, and notify team in Slack
Track consent document completion in SignWell, add row in Google Sheets, and notify team in Slack