1.Detects new document upload
Integrate CompanyCam, and document metadata fields to pull document URL and name to send for review.
Send structural review email to engineering partner on upload
Automatically monitor new document uploaded across CompanyCam. Send outbound emails when structural review documents are added or review packets created or job packets assembledβso you can notify engineering reviewers, include file links, and copy permits group without manual outreach.
How this automation accelerates structural review intake
When new document uploaded goes unemailed, review timelines slip and engineering teams start late. This automation captures the document details, then sends an outbound review email with the file link and job contextβso your team can begin review immediately.
CompanyCamor swap with your favorite app
2.Sends outbound review email
Integrate Email by Zapier to send an outbound email with job summary and attach the document URL for review.
Email by Zapieror swap with your favorite app
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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
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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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