1.Catch new dividend submissions
Integrate Zapier Forms and submission metadata to capture mapped identifiers and uploaded dividend PDFs.
Send dividend filing receipt to client and record
Automatically monitor Form Submission Created events across Zapier Forms, PDF.co, and Zapier Tables—so you can protect dividend filing accuracy and reduce manual paperwork. Create and update when dividend PDF uploaded, filing form submitted, or submission ID created—so you can parse filing fields, update records, and email client-facing receipts without manual follow-up.
How this automation records dividend filing receipts
When Form Submission Created events come in, dividend filings can stay unverified and receipts get delayed. This automation parses PDFs and updates records and emails receipts—so your team can reduce manual paperwork.
Zapier Formsor swap with your favorite app
2.Parse dividend filing PDFs
Integrate PDF.co and document parsing tools to extract filing date, gross dividend, and tax withheld from the PDF.
PDF.coor swap with your favorite app
3.Normalize extracted filing fields
Integrate Formatter by Zapier and data transforms to format company registration numbers and currency and date strings.
Formatter by Zapieror swap with your favorite app
4.Update or create filing records
Integrate Zapier Tables and record search to update matched entries or create new records using parsed values.
Zapier Tablesor swap with your favorite app
5.Add filing board item and PDF
Integrate monday.com and file attachments to create board items and upload the original PDF from the public URL.
monday.comor swap with your favorite app
6.Send client receipt email
Integrate SMTP by Zapier and receipt templates to email formatted dividend details and attach the source PDF.
SMTP by Zapieror swap with your favorite app
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Accelerate financial document review with automated data extraction, review 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.
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