1.Catch Hook receives document events
Integrate Webhooks by Zapier and automation variables to capture document identifiers and entity names for downstream use.
Create project folders and save uploaded documents promptly
Automatically catch incoming document events across Webhooks by Zapier and Google Drive. Create and update when download links are fetched or tokens are extracted or folders are matchedβso you can organize project files, upload to the right subfolder, and avoid manual filing.
How this automation organizes your project folders
When incoming document events arrive, delays can block review and create manual filing work. This automation fetches download links, extracts project tokens, and creates folders and uploads filesβso your team gets documents in the right place quickly.
Webhooks by Zapieror swap with your favorite app
2.Fetches provider download link
Integrate Webhooks by Zapier and API request tools to call the document provider and retrieve the download link.
3.Extracts project and year token
Integrate Formatter by Zapier and regex tools to extract folder tokens and map them to the right subfolder name.
Formatter by Zapieror swap with your favorite app
4.Creates or finds project folders
Integrate Google Drive and folder management to find or create the parent folder and set it for subfolder placement.
Google Driveor swap with your favorite app
5.Uploads files into destination folder
Integrate Google Drive and file upload tools to upload from the file URL, set names, and skip duplicates.
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Accelerate document workflows with automated file capture, data extraction, and record routing
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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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