1.Resolves client names from submissions
Integrate Formatter by Zapier and lookup tables to map submission fields to safe folder name inputs.
Upload client documents to shared folder and notify owner
Automatically detect new Paperform submissions for uploaded client documents across Formatter by Zapier, Code by Zapier, Zapier Tables, and Microsoft SharePoint. Create and update when new submission received, new file attached, or submission fields updatedβso you can upload client files, store folder links, and send manager emails without manual follow-up.
How this automation protects your document workflow
When new submission arrives in Paperform, document files can land in the wrong place and slow down review. This automation formats lookup mappings, uploads to the correct SharePoint folder, and updates Zapier Tablesβso your team can deliver files and links instantly.
Formatter by Zapieror swap with your favorite app
2.Normalizes names for folder safety
Integrate Code by Zapier and data cleaning tools to remove invalid characters and trim whitespace.
Code by Zapieror swap with your favorite app
3.Finds matching SharePoint folder record
Integrate Zapier Tables and record search tools to retrieve stored folder links and assigned manager emails.
Zapier Tablesor swap with your favorite app
4.Uploads the file to the folder
Integrate Microsoft SharePoint and file storage to upload the submission file or create a new folder first.
Microsoft SharePointor swap with your favorite app
5.Sends manager notification email
Integrate Microsoft Outlook and email templates to notify the assigned manager with the folder link.
Microsoft Outlookor swap with your favorite app
6.Creates or updates folder tracking
Integrate Zapier Tables and tracking databases to persist the folder link and related metadata.
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Explore all document processing automations
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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