1.Monitors new file in folder
Integrate EasyFTP and file transfer tools to detect new batch uploads and trigger archive extraction.
Create intake records from uploaded batch files
Automatically detect new batch file uploads across EasyFTP and archive and intake workflow apps. Create and update intake records when files land, parse spreadsheet rows, and map state data—so you can triage and bill without manual extraction.
How this automation accelerates intake record creation
When new files land in your EasyFTP folder, delays can stall filing and billing. This automation extracts archives, parses matching spreadsheet rows, and creates intake records—so your team can triage faster without manual extraction.
EasyFTPor swap with your favorite app
2.Extracts archive from incoming file
Integrate Plumsail Documents and document parsing tools to extract archives and map file URL to extracted files.
Plumsail Documentsor swap with your favorite app
3.Uploads extracted files to folder
Integrate Google Drive and storage folders to upload each extracted file and set the file name without extension.
Google Driveor swap with your favorite app
4.Formats modified timestamp for lookups
Integrate Formatter by Zapier and date tools to format the EasyFTP modified timestamp into a lookup-ready date string.
Formatter by Zapieror swap with your favorite app
5.Looks up rows by formatted date
Integrate Google Sheets and spreadsheet lookup tools to find the worksheet and return matching row groups by formatted date.
Google Sheetsor swap with your favorite app
6.Loops returned sheet rows
Integrate Looping by Zapier and iteration tools to process each returned row group and prepare per-row state matching.
Looping by Zapieror swap with your favorite app
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Accelerate data capture with automated form intake, source monitoring, and record updates
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Step 1
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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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