1.Detects new file in folder
Integrate OneDrive and file management tools to watch for new K-1 uploads in a target folder.
Move incoming K-1 files into mapped client tax folders
Automatically detect new K-1 files in OneDrive across OneDrive and Zapier Tables. Create and update when filenames match keywords, folder IDs resolve, and metadata updates runβso you can route files to the right client tax folder, confirm matches, and avoid manual filing.
How this automation protects client tax folder organization
When a new K-1 file appears in a OneDrive folder, misplaced documents can delay review and increase manual rework. This automation runs keyword matching, finds the right client folder, and updates OneDrive metadataβso your team can move files correctly without chasing folders.
OneDriveor swap with your favorite app
2.Finds records for keywords and folders
Integrate Zapier Tables and database lookup tools to retrieve keyword and folder list records for matching.
Zapier Tablesor swap with your favorite app
3.Runs JavaScript filename matching
Integrate Code by Zapier and data validation tools to match the K-1 filename to a whole-word keyword.
Code by Zapieror swap with your favorite app
4.Continues only when there is a match
Integrate Filter by Zapier and conditional routing tools to continue only when the code returns a matched keyword.
Filter by Zapieror swap with your favorite app
5.Looks up the client folder record
Integrate Zapier Tables and record lookup tools to find the folder record by the matched keyword.
6.Updates file metadata to move
Integrate OneDrive and file metadata tools to update the fileβs parent folder ID and move it into the client folder.
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Explore all tax document collection automations
Accelerate client document intake with automated request sending, file routing, and completion alerts
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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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