1.Monitors new form submissions
Integrate Zapier Forms and submission capture tools to detect new contractor onboarding form submissions.
Create onboarding docs and collect contractor submissions fast
Automatically monitor contractor onboarding form submissions across Zapier Forms, Google Docs, Google Drive, Microsoft SharePoint, and Email by Zapier. Create and update onboarding docs and share reviewer folders when onboarding forms are completed, uploads are received, or submissions cross consent checksβso you can generate docs, upload files, and notify reviewers without manual document setup.
How this automation accelerates onboarding docs creation
When contractor onboarding forms arrive without standard outputs, reviewers face delays and payment processing stalls. This automation creates onboarding documents, stores them in Drive and SharePoint, and notifies reviewersβso your team can move faster with consistent records.
Zapier Formsor swap with your favorite app
2.Creates onboarding doc from template
Integrate Google Docs and document template tools to create an onboarding doc from submitted form text.
Google Docsor swap with your favorite app
3.Finds or creates Drive folder
Integrate Google Drive and file storage tools to find or create a contractor folder and upload the generated document.
Google Driveor swap with your favorite app
4.Creates folder and uploads files
Integrate Microsoft SharePoint and attachment storage tools to create a folder and upload the exported document plus attachments.
Microsoft SharePointor swap with your favorite app
5.Sends reviewer notification email
Integrate Email by Zapier and email delivery tools to send a reviewer summary and SharePoint folder link.
Email by Zapieror swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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