1.Detects new submission and export
Integrate GoCanvas and form intake tools to detect each new BOL submission and route the PDF payload to the workflow.
Create and save BOL PDFs from form submissions
Automatically process BOL form submissions across GoCanvas and OneDrive. Create and save when BOL form completed or PDF export available or submission metadata arrivesβso you can save PDFs, standardize filenames, and store audit-ready files without manual filing.
How this automation protects audit-ready BOL records
When a BOL form is completed, delays can leave PDFs scattered and hard to retrieve. This automation monitors GoCanvas submissions and exports PDFs, formats key fields, and creates a consistently named OneDrive fileβso your team can archive and retrieve faster.
GoCanvasor swap with your favorite app
2.Formats submission date and text
Integrate Formatter by Zapier and data transformation tools to format the submission date and normalize reference fields for filenames.
Formatter by Zapieror swap with your favorite app
3.Creates the audit-ready PDF file
Integrate OneDrive and file storage tools to create a consistently named BOL PDF and save it in the shared folder.
OneDriveor swap with your favorite app
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