1.Detect new checklist task checked
Integrate Process Street to read the checklist run payload and map checklist title, addendum text, and party fields to intermediates.
Create addendum PDF from completed checklist run now
Automatically monitor checklist tasks checked in Process Street across Formatter by Zapier, Formstack Documents, and Google Drive. Create addendum PDFs when checklist task checked, checklist run completed, or checklist title capturedβso you can transform fields, generate PDFs, and upload to case folders without manual paperwork.
How this automation accelerates your addendum creation
When checklist tasks get checked but documents stay unprepared, delays can stall review and approvals. This automation uses Process Street to capture checklist data, Formatter by Zapier to transform fields, Formstack Documents to generate a merged PDF, and Google Drive to store it in the right case folderβso your team can deliver addendums faster.
Process Streetor swap with your favorite app
2.Transform party and date fields
Integrate Formatter by Zapier to normalize party names and format prepared dates into clean and ready-to-merge fields.
Formatter by Zapieror swap with your favorite app
3.Create merged addendum PDF
Integrate Formstack Documents to merge the addendum template with cleaned fields and generate a downloadable PDF for recipients.
Formstack Documentsor swap with your favorite app
4.Upload PDF to case folder
Integrate Google Drive to find the case folder using the checklist title and upload the merged PDF with a consistent filename.
Google Driveor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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