1.Captures new push fields
Integrate Zapier Chrome extension and browser input fields to capture the pushed filename and submission data for routing and follow-up.
Create client upload task and notify contact via portal
Automatically capture new push submission fields and create tracked client uploads across Zapier Chrome extension, Box, Google Drive, Pipedrive, and Gmail. Create and update when filename data arrives, a client folder is found, or a primary email existsβso you can store the file, log the pending activity, and notify the contact without manual follow-up.
How this automation creates tracked client uploads
When new push fields arrive, delayed uploads can break follow-up and stall client work. This automation captures push data, finds or uploads the file, creates a pending activity, and notifies the contactβso your team routes tasks at the right moment.
Zapier Chrome extensionor swap with your favorite app
2.Finds a matching Box file
Integrate Box and storage search to look up the upload folder by filename and retrieve the file link for reuse.
Boxor swap with your favorite app
3.Uploads file to client folder
Integrate Google Drive and folder management to find or create the client folder and upload the file for sharing.
Google Driveor swap with your favorite app
4.Creates assigned follow-up activity
Integrate Pipedrive and CRM activity tracking to create a pending activity with the Drive link and Box link included.
Pipedriveor swap with your favorite app
5.Sends contact notification email
Integrate Gmail and templated messaging to send a notification to the contact email with the stored file link.
Gmailor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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