1.Receives upload file metadata
Integrate Webhooks by Zapier and document processing payload tools to capture file URL, name, and identifier fields to start the workflow.
Create client folders and store affidavits on upload
Automatically receive affidavit uploads across Webhooks by Zapier, Formatter by Zapier, Google Drive, and Paths by Zapier. Replace or upload the DOCS file when file metadata arrives, file URL posts, or submitter identifier updatesβso you can create folders, standardize titles, and keep affidavits organized without manual file organization.
How this automation keeps affidavit folders organized
When affidavit upload metadata arrives without automation, documents land in inconsistent locations and teams spend time chasing files. This automation formats client folder names and creates folder structures and replaces or uploads the DOCS affidavitβso your team can stay organized without manual document handling.
Webhooks by Zapieror swap with your favorite app
2.Normalizes name and builds folder label
Integrate Formatter by Zapier and text transformation tools to remove double spaces and format uppercase names to standardize folder naming.
Formatter by Zapieror swap with your favorite app
3.Finds or creates client folder
Integrate Google Drive and folder matching tools to search for a client folder by name contains and create it when missing to structure storage.
Google Driveor swap with your favorite app
4.Finds or creates DOCS subfolder
Integrate Google Drive and subfolder tools to search DOCS inside the client folder and create it if missing to prepare document placement.
5.Replaces or uploads affidavit file
Integrate Paths by Zapier and file operations tools to branch on file existence and replace or upload the affidavit in DOCS to keep documents current.
Paths by Zapieror swap with your favorite app
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