1.Catch hook transaction update
Integrate Webhooks by Zapier to receive the transaction update and extract the transaction ID to prepare filing fields.
Create Form ID filing record for signed forms
Automatically catch completed Form ID filing signals across Webhooks by Zapier, Formatter by Zapier, Google Drive, Zapier Tables, and Slack. Create and update filing rows and alert ops when transactions landβso you can avoid manual filing, missed links, and slow follow-up.
How this automation creates signed form filing records
When a transaction update is received with a completed Form ID, delayed archival can leave signed documents hard to find. This automation cleans the filing title and date, finds the Drive document, and creates a Zapier Tables record and sends Slack notificationsβso your team can retrieve records faster.
Webhooks by Zapieror swap with your favorite app
2.Format title and updated date
Integrate Formatter by Zapier and text tools to clean the transaction name and format the updated date for search-ready fields.
Formatter by Zapieror swap with your favorite app
3.Find matching offering document
Integrate Google Drive and search tools to find a matching file by the cleaned title pattern and return a drive link.
Google Driveor swap with your favorite app
4.Create filing record row
Integrate Zapier Tables and database tools to create a new filings row with the formatted date and drive link reference.
Zapier Tablesor swap with your favorite app
5.Notify ops channel about status
Integrate Slack and alerting tools to post the filings record link and drive link, or request manual filing when missing.
Slackor swap with your favorite app
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