- Document Automation
- Document Storage
- Auto-store completed docs
Upload submitted documents to a designated storage location for easy access and organization
Automatically route submitted documents to a centralized storage location as soon as they’re completed, ensuring all files are organized and accessible without manual intervention. This workflow eliminates lost or misplaced records by instantly uploading each document to a designated folder structure. By streamlining file management, teams save time searching for documents and reduce the risk of version confusion.
Filter by common apps:
Proposify
Microsoft SharePoint
Docusign
Dropbox
pdfFiller
Google Drive
BoldSign
Filter by Zapier
Clio
Octoparse
Formatter by Zapier
- Upload sent proposals from Proposify to Microsoft SharePoint for easy access
- Upload completed Docusign contracts to Dropbox for easy access
Upload completed Docusign contracts to Dropbox for easy access
- Create shareable link for new pdfFiller documents, and save as files in Google Drive
Create shareable link for new pdfFiller documents, and save as files in Google Drive
- Upload completed BoldSign documents to Google Drive for easy access
Upload completed BoldSign documents to Google Drive for easy access
- Receive new documents from pdfFiller, download them, and upload to Google Drive
Receive new documents from pdfFiller, download them, and upload to Google Drive
- Upload new Clio documents to Google Drive for easy access
Upload new Clio documents to Google Drive for easy access
- Upload new parsed documents from Octoparse to Google Drive
Upload new parsed documents from Octoparse to Google Drive
- Upload completed documents to Google Drive with formatted names and dates from BoldSign
Upload completed documents to Google Drive with formatted names and dates from BoldSign
- Upload completed Docusign documents to Dropbox with formatted names and dates
Upload completed Docusign documents to Dropbox with formatted names and dates