1.Catches incoming submission
Integrate Webhooks by Zapier and webhook handlers to receive incoming rollover uploads and to capture raw submission fields.
Capture rollover statements and log submissions to table
Automatically capture rollover statement uploads across Webhooks by Zapier and Egnyte, then standardize filenames and create audit records in Zapier Tables. Create and update records when rollover statement uploads arrive, submission identifiers are received, or source file URLs appearβso you can store files securely, preserve file links, and log submissions without manual logging.
How this automation preserves archived statements
When incoming submissions arrive, delays can stall audit readiness and reconciliation. This automation captures submissions and sanitizes filenames, then uploads files and creates linked Zapier Tables recordsβso your team can archive submissions reliably.
Webhooks by Zapieror swap with your favorite app
2.Sanitizes the filename
Integrate Code by Zapier and data formatting tools to remove special characters and generate a safe base filename.
Code by Zapieror swap with your favorite app
3.Normalizes the file extension
Integrate Code by Zapier and parsing tools to extract the file extension and output a normalized extension.
4.Uploads file to Egnyte
Integrate Egnyte and secure file storage tools to upload the source file and to return an Egnyte file link.
Egnyteor swap with your favorite app
5.Creates record in table
Integrate Zapier Tables and record management tools to create a linked entry mapping submission ID to file link.
Zapier Tablesor swap with your favorite app
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