1.Captures response details and filenames
Integrate QuestionPro to extract submission id and key fields, then construct a safe filename to prepare PDF naming.
Create intake PDF files in case folders for review
Automatically capture new intake responses across QuestionPro and route them into case folders with Zapier Tables. Create and update intake PDFs when responses arriveβso you can find the right folder, upload review-ready files, and eliminate manual copying without paperwork.
How this automation prepares review-ready case PDFs
When new QuestionPro responses arrive, review files can get stuck in inboxes and folders. This automation captures response details and mapping data, then finds intake PDFs and uploads them to case foldersβso your team can review faster without manual copying.
QuestionProor swap with your favorite app
2.Finds the matching case folder record
Integrate Zapier Tables to search by county and agency to retrieve the configured case folder path.
Zapier Tablesor swap with your favorite app
3.Finds the intake file for export
Integrate Google Drive to search the intake files folder by filename or submission id to return the PDF source or export link.
Google Driveor swap with your favorite app
4.Creates the case folder and uploads PDF
Integrate OneDrive to create missing folders and upload the PDF to name files with the constructed safe filename.
OneDriveor swap with your favorite app
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Explore all document processing automations
Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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