1.Detect new document signed
Integrate SignRequest, document intake tools, and audit log systems to capture signed PDFs and expose document name and submission identifiers.
Save signed documents to correct drive folder and set owner
Automatically monitor new document signed across SignRequest and Google Drive. Automatically create destination uploads when signed PDF delivered, signing audit captured, or document completion recordedβso you can upload files, set ownership, and preserve an audit log without manual routing follow-up.
How this automation secures your signed document storage
When a signed document arrives but storage and ownership stay unassigned, documents get misplaced and access becomes unclear. This automation monitors SignRequest for new signatures and uploads the signed PDF and signing audit, then sets ownership and clears the routing recordβso your team saves the right files in the right place.
SignRequestor swap with your favorite app
2.Find destination record
Integrate Zapier Tables and routing databases to find the first matching record and pull drive, folder, and owner email details.
Zapier Tablesor swap with your favorite app
3.Upload signed PDF
Integrate Google Drive and file storage tools to upload the signed PDF with table based drive and folder IDs and a document name filename.
Google Driveor swap with your favorite app
4.Upload signing audit PDF
Integrate Google Drive and document archiving tools to upload the signing audit PDF to the same destination with a signing log prefix.
5.Set file owner and clear routing
Integrate Google Drive and data tables to set file owner when available and delete the routing record after successful uploads.
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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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