- Document Automation
- Document Approval
- Auto-send docs for signature
Send documents for approval or signature based on task status
This automation ensures that when a project task reaches a specified status, related documents are automatically routed for approval or signature. It eliminates manual tracking and delays by instantly triggering document workflows based on defined status changes. Users benefit from faster sign-offs, reduced administrative overhead, and smoother project progression.
Filter by common apps:
Gmail
Virifi
ClickUp
Filter by Zapier
Google Docs
Ignition
Email by Zapier
Docusign
monday.com
- Get documents signed automatically with Gmail and Virifi
- Stay Updated: Automatically Add Approved Task Names to Your Google Docs from ClickUp
Stay Updated: Automatically Add Approved Task Names to Your Google Docs from ClickUp
- Stay Informed: Automatically Update Task Status in ClickUp When Proposal is Accepted in Trigger Ignition
Stay Informed: Automatically Update Task Status in ClickUp When Proposal is Accepted in Trigger Ignition
- Get documents signed automatically when you receive an email with Trigger Email by Zapier and DocuSign
Get documents signed automatically when you receive an email with Trigger Email by Zapier and DocuSign
- Get your documents signed automatically when task status changes in monday.com with DocuSign
Get your documents signed automatically when task status changes in monday.com with DocuSign
- Stay on Track: Get Task Status Updated to 'Needed' in ClickUp When Proposal is Accepted in Trigger Ignition
Stay on Track: Get Task Status Updated to 'Needed' in ClickUp When Proposal is Accepted in Trigger Ignition