1.Captures new form submission
Integrate Gravity Forms and form processing tools to trigger on each new entry and capture file upload fields and account identifier to start staging.
Create staged customer document folders from form uploads
Automatically monitor new form submission uploads across Gravity Forms and Google Drive. Clean and split file links and create staged document folders across Google Drive and Formatter by Zapier when new form submission, uploaded file links arrive, or account number is capturedβso you can organize packages, route files into the right folder, and reduce manual filing.
How this automation organizes staged document packages
When new form submissions include file uploads, scattered files can slow operations and billing. This automation cleans upload links and creates a named staging folder while uploading each fileβso your team can assemble one package fast.
Gravity Formsor swap with your favorite app
2.Cleans and splits file links
Integrate Formatter by Zapier and data transformation tools to clean the uploaded file link string and split it into individual links to prepare uploads.
Formatter by Zapieror swap with your favorite app
3.Finds your staging root folder
Integrate Google Drive and search tools to locate the configured staging root and map it to the correct folder target to continue on miss accordingly.
Google Driveor swap with your favorite app
4.Creates folder and uploads files
Integrate Google Drive and Looping by Zapier to create a submission folder and upload each cleaned file link into it to complete the package.
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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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