1.Detect document recipient update
Integrate JobTread and document routing tools to capture document ID, recipient contact, and document link for sending.
Send SMS for new project documents and log
Automatically monitor document recipient updates across JobTread and Quo. Create and log SMS sends when recipients are first issuedβso you can deliver timely documents, record delivery status, and maintain an audit trail without manual follow-up or duplicate logging.
How this automation prevents duplicate SMS logs
When document recipients are updated but sends are tracked manually, duplicate messaging and missing audit trails can slow approvals. This automation captures recipient updates in JobTread, delays and looks up send history, sends an SMS via Quo, and creates an SMS log recordβso your team can approve faster.
JobTreador swap with your favorite app
2.Wait to avoid race conditions
Integrate Delay by Zapier and workflow timing tools to wait before lookup so status updates settle.
Delay by Zapieror swap with your favorite app
3.Find matching document recipient record
Integrate Zapier Tables and table lookup tools to match document ID and recipient and confirm duplicate sends.
Zapier Tablesor swap with your favorite app
4.Send SMS with document link
Integrate Quo and messaging tools to send the SMS to the recipient with your configured sender and link.
Quoor swap with your favorite app
5.Create send log record
Integrate Zapier Tables and audit trail tools to create a record with document ID, recipient identifier, timestamp, and status.
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Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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