1.Detect new file in folder
Integrate Dropbox, cloud storage, and file metadata tools to capture incoming offer letter files and path details for processing.
Move signed offer letters into completed employee folder
Automatically monitor new files in your Dropbox intake folder and capture signed offer PDFs across document management tools. Move qualifying offer letter files into completed employee records so recruiters can retrieve audit-ready documents without manual filing.
How this automation protects audit-ready employee records
When a new file appears in a Dropbox intake folder, misplaced signed offers can slow onboarding and create audit gaps. This automation captures offer letter files and routes them through filtering, lookup, and move stepsβso your team can retrieve completed documents fast.
Dropboxor swap with your favorite app
2.Continue only for qualifying files
Integrate Filter by Zapier and pattern matching tools to check filename rules and allow only signed offer PDFs to proceed.
Filter by Zapieror swap with your favorite app
3.Find file by name
Integrate Dropbox and search utilities to locate the matching file by filename and route it to the move step with contents.
4.Move file to completed folder
Integrate Dropbox and document storage workflows to move the first matched offer PDF into the completed employee records folder.
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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