1.Monitors new zip attachments
Integrate Gmail and email filtering to watch for new attachment messages and pass attachments into the workflow.
When new zip attachments arrive with resident datasets, delays can stall program coordination. This automation extracts the resident dataset, selects the correct file, formats the filename date, and uploads it to Google Driveβso your team can keep datasets ready without manual cleanup.
Integrate Gmail and email filtering to watch for new attachment messages and pass attachments into the workflow.
Integrate ConvertAPI PDF Tools and file conversion tools to unzip the attachment and output extracted file URLs.
Integrate Code by Zapier and scripting logic to pick the resident dataset from extracted file URLs.
Integrate Formatter by Zapier and date formatting tools to convert message date to MM-DD-YYYY for naming.
Integrate Google Drive and cloud storage to create the uploaded file and save it in your configured folder.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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