- 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:
PandaDoc
Salesforce
Slack
Stacker Classic
Wrangle
Filter by Zapier
Google Drive
BrokerEngine
to.co
Ignition
Microsoft Office 365
- Notify team in Slack when document is sent in PandaDoc, and retrieve opportunity details from Salesforce
- Notify Slack when document approval request is initiated in Stacker
Notify Slack when document approval request is initiated in Stacker
- Notify team in Slack when a document is sent in PandaDoc
Notify team in Slack when a document is sent in PandaDoc
- Notify Slack channel when Wrangle workflow completes with document details
Notify Slack channel when Wrangle workflow completes with document details
- 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 the team in Slack when client completes document request in BrokerEngine
Notify the team in Slack when client completes document request in BrokerEngine
- Notify sales team in private channel when document requires approval with links and details
Notify sales team in private channel when document requires approval with links and details
- 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