- 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
- Send received Gmail attachments for signing in Virifi
- Append task name to document in Google Docs when ClickUp task is approved
Append task name to document in Google Docs when ClickUp task is approved
- Notify ClickUp to update task status when Ignition proposal is accepted
Notify ClickUp to update task status when Ignition proposal is accepted
- Send document for signature with Email by Zapier and Docusign
Send document for signature with Email by Zapier and Docusign
- Update task status to needed in ClickUp when proposal is accepted in Ignition
Update task status to needed in ClickUp when proposal is accepted in Ignition
