1.Monitors new file in folder
Integrate SFTP By Zapier and secure file transfer tools to detect new SFTP folder arrivals to capture incoming documents.
Upload incoming SFTP files to SharePoint and log entries
Automatically monitor new file arrivals in SFTP By Zapier across Microsoft SharePoint, SFTP By Zapier, Email by Zapier, and Microsoft Excel. Create and update when files land, archive uploads complete, and audit rows get added β so you can store documents, notify stakeholders, and maintain traceability without manual audits.
How this automation preserves audit-ready document records
When new files drop into an SFTP folder, delays can break auditability and create back-and-forth lookups. This automation uploads files to SharePoint, archives the original, sends stakeholder emails, and adds an Excel audit rowβso your team can document arrivals without manual audits.
SFTP By Zapieror swap with your favorite app
2.Uploads file to SharePoint
Integrate Microsoft SharePoint and document storage tools to upload files to a configured library and folder to store banking documents.
Microsoft SharePointor swap with your favorite app
3.Uploads file to SFTP archive
Integrate SFTP By Zapier and archive path tools to upload the same file content to an archive location to preserve the original.
4.Sends outbound stakeholder email
Integrate Email by Zapier and email distribution tools to send a message with filename and SharePoint link to notify stakeholders.
Email by Zapieror swap with your favorite app
5.Adds audit row in Excel
Integrate Microsoft Excel and workbook tracking tools to add an audit row with filename, upload timestamp, and SharePoint link to log arrivals.
Microsoft Excelor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Google Drive, Formatter by Zapier, Zapier Tables, Looping by ZapierSwap with your favorite apps.
Attach bank files to transaction records in minutes
Your bank statements arrive unlinked to transactions, causing reconciliation delays. It links statements to transaction records so accounting can reconcile within days.
- Apps: Qonto, Formatter by Zapier, Webhooks by ZapierSwap with your favorite apps.
Attach incoming invoice files to transaction record automatically
Your transaction records miss invoice PDFs when attachments exist only in the bank feed. Link attachments to transactions so accounting reconciles faster and closes books ahead of month-end.
- Apps: SFTP By Zapier, Microsoft SharePoint, Microsoft Excel, Email by ZapierSwap with your favorite apps.
Copy incoming bank files to central repository and log
Your bank delivery files land in SFTP untracked, causing manual retrievals and reconciliation delays. Gain centralized copies and a searchable log for same-day reconciliation.
- Apps: Podio, Code by Zapier, PDF.co, CloudConvertSwap with your favorite apps.
Create and file payment and transfer documents for cases
Your loan cases lack finalized payment and transfer letters after status changes, causing manual filing. The flow creates PDFs, converts them, and files to the shared case folder same day.
- Apps: HubSpot, Filter by Zapier, PandaDocSwap with your favorite apps.
Create and send banking forms to property owners
Your deals marked to send banking forms sit unissued, delaying payment setup and guaranteed rent activation. Create and send forms to owners automatically so payments can be configured same day.
- Apps: Google Sheets, Pipedrive, Filter by ZapierSwap with your favorite apps.
Create bank-ready dossier rows from updated sheet entries
Your financing dossier rows lack office and deal context, delaying bank submissions and closing tasks. It creates complete bank-ready rows so operations can send accurate packets same day.
- Apps: Dropbox, monday.comSwap with your favorite apps.
Create deposit records and attach scans to board items
Your deposit scan PDFs sit in a folder untracked and delay bank posting and reconciliation. Create linked deposit items with scans attached so finance can reconcile and post the same day.
- Apps: Qonto, Formatter by Zapier, Google DriveSwap with your favorite apps.
Create folder for new incoming bank transaction attachments
When transaction attachments hit your banking feed, receipts go unfiled and reconciliation stalls. It creates a named folder with transaction context so finance can reconcile the same day.
- Apps: Cognito Forms, Zapier Tables, Paths by Zapier, Google DriveSwap with your favorite apps.
Create intake records and store required documents for loans
Your loan intake forms arrive without tracked documents, leaving processor queues incomplete and delaying review. Processors receive complete intake records and files, enabling review to start same day.
- Apps: HubSpot, Formatter by Zapier, Google DriveSwap with your favorite apps.
Create organized loan quote folder for new submissions
Your loan quote submissions lack folders, burying documents and slowing underwriting prep. It creates named folders per submission so your team can find files and prepare documents same day.
- Apps: Zapier Forms, Zapier Tables, Google Drive, Code by ZapierSwap with your favorite apps.
Create reconciled transaction rows from bank XML submissions
Your bank XML files arrive raw, delaying transaction logging and reconciliation for finance staff. It adds parsed transaction rows to your accounting table for same-day reconciliation.
- Apps: Microsoft SharePoint, AI by Zapier, Filter by Zapier, Amazon S3Swap with your favorite apps.
Extract closing balance from bank statement to storage
Bank statement PDFs in your file library keep closing balances buried and slow reconciliation. It extracts account numbers, dates, and balances into JSON for finance before reconciliation.
- View all
Explore all financial document processing automations
Accelerate financial document handling with automated data extraction, approval 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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.