1.Receives new submission
Integrate Jotform and form processing tools to capture the new transaction submission and start the folder workflow.
Create transaction folders and share documents with team
Automatically monitor new submission transaction identifiers across Jotform, Pipedrive, Zapier Tables, and Google Drive. Create and update shareable folder links when submissions arrive, deal matches are found, and downloads include filesβso you can lookup deal records, upload documents, and post transaction links without manual paperwork.
How this automation speeds up transaction document sharing
When new form submissions arrive without a consistent folder and sharing flow, deals stall and teams chase attachments. This automation extracts transaction IDs, creates shareable folders and links in Google Drive, then posts to Slack and updates Pipedrive recordsβso your team shares documents fast.
Jotformor swap with your favorite app
2.Extracts numeric transaction ID
Integrate Formatter by Zapier and data formatting tools to extract a numeric transaction ID from the submission.
Formatter by Zapieror swap with your favorite app
3.Finds matching deal by ID
Integrate Pipedrive and CRM search tools to look up the deal using the extracted numeric transaction ID.
Pipedriveor swap with your favorite app
4.Looks up folder and channel
Integrate Zapier Tables and database lookup tools to find the transaction folder record and pull parent details.
Zapier Tablesor swap with your favorite app
5.Creates folder and uploads files
Integrate Google Drive and document storage tools to create a subfolder, upload attachments, and generate a public link.
Google Driveor swap with your favorite app
6.Shortens the public link
Integrate URL Shortener by Zapier and link tools to shorten the Google Drive public link for sharing.
URL Shortener by Zapieror swap with your favorite app
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Explore all real estate document processing automations
Accelerate real estate document processing with automated file capture, document routing, and record updates
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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