1.Catches approval webhook payload
Integrate Webhooks by Zapier to receive the approval webhook payload and map identifier fields to the formatter input.
Move compliance documents to approval queue and notify team
Automatically catch approval webhook payloads across Webhooks by Zapier and document tools. Send Direct Messages when approvals succeed or failβso you can normalize filenames, move compliance documents to approval folders, and notify your team without manual routing or follow-up.
How this automation routes approvals with clear status
When approval webhook payloads arrive, delays can stall compliance reviews and leave teams guessing what happened. This automation receives webhook signals, normalizes filenames, moves files in SharePoint, and sends Slack resultsβso your team can process approvals without manual routing.
Webhooks by Zapieror swap with your favorite app
2.Normalizes filename from webhook
Integrate Formatter by Zapier to transform text and split fields so you can extract a cleaned filename.
Formatter by Zapieror swap with your favorite app
3.Finds the file by cleaned name
Integrate Microsoft SharePoint and search tools to search site library folders by the cleaned filename.
Microsoft SharePointor swap with your favorite app
4.Moves file to approval folder
Integrate Microsoft SharePoint to move the found file into the approval folder and set overwrite behavior.
5.Sends direct message with status
Integrate Slack and messaging tools to post success or failure and include error context when search or move fails.
Slackor swap with your favorite app
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Speed up document approvals with automated routing, approval reminders, and record updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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