1.Pull updated entry payload
Integrate Cognito Forms and entry data to pull the updated payload and map organization name, certification ID, and countersigned files.
Save countersigned certification PDFs to shared team folder
Automatically monitor Cognito Forms entry updates across Dropbox. Create and update when countersigned document attachments are presentβso you can store certification PDFs in the right folder, upload consistent filenames, and generate sharing links without manual filing.
How this automation uploads countersigned certification files
When certification entries update with countersigned documents, delayed uploads can stall program access and documentation. This automation pulls entry payloads, filters qualifying attachments, finds or creates folders, and uploads PDFs and sharing linksβso your team can distribute records without manual filing.
Cognito Formsor swap with your favorite app
2.Continue only with attachments
Integrate Filter by Zapier to continue only when one or more countersigned document attachments exist on the entry.
Filter by Zapieror swap with your favorite app
3.Find or create certification folder
Integrate Dropbox and file storage tools to search the certification root by organization name and certification ID, and create when missing.
Dropboxor swap with your favorite app
4.Upload countersigned PDFs and links
Integrate Dropbox and document management tools to upload each countersigned document, apply filename patterns, and request sharing links.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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