1.Catches external document event
Integrate Webhooks by Zapier and webhook mapping tools to receive the document event payload and enrich downstream data.
Update case document record with storage links and version info
Automatically catch external document events across Webhooks by Zapier and Airtable. Automatically create and update document records when document metadata updates arrive, storage links missing, or new version detectedβso you can enrich version details, store view download links, and keep records current without manual reconciliation.
How this automation preserves document versions at scale
When external document events arrive, link details and version metadata can drift and records go stale. This automation catches the event, finds the matching document, pulls MyCase version metadata, and updates the Airtable recordβso your team preserves accurate version context with less manual effort.
Webhooks by Zapieror swap with your favorite app
2.Finds matter document record by ID
Integrate Airtable and database lookup tools to locate the matching matter document record and prepare fields for update.
Airtableor swap with your favorite app
3.Fetches document and version metadata
Integrate MyCase and document metadata tools to pull filename, created date, and available version list for the record.
MyCaseor swap with your favorite app
4.Finds matter index for storage mapping
Integrate Zapier Tables and indexing tools to look up matter identifiers and retrieve canonical folder or mapping references.
Zapier Tablesor swap with your favorite app
5.Updates record with storage links
Integrate Airtable and link mapping tools to write filenames, version references, and view download URLs into the record.
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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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