1.Detects completed contract event
Integrate Sub-Zap by Zapier to detect the completed contract event and start folder creation actions.
Create contract and trade-in folders from signed document
Automatically create contract folder structures across Google Drive and log folder IDs in Google Sheets when a completed contract event arrives. Automatically extract trade-in plates and route dates into year and month foldersβso you can create consultant folders, build stock folders, and keep a central log without manual reporting.
How this automation organizes contract folders
When a completed contract event lands without a consistent folder setup, signed documents scatter and retrieval slows. This automation maps consultants to folders, extracts trade-in plates, and logs all folder IDs in a central Google Sheets rowβso your team can keep documentation ready.
Sub-Zap by Zapieror swap with your favorite app
2.Finds consultant root folder
Integrate Google Drive to search for the consultant folder by consultant display name and to halt or notify when no match is found.
Google Driveor swap with your favorite app
3.Extracts year and month
Integrate Formatter by Zapier and extract contract timestamp parts to generate year and month folder naming outputs.
Formatter by Zapieror swap with your favorite app
4.Creates client year and month folders
Integrate Google Drive to find or create year folders and month folders, then create the client folder under the month.
5.Parses trade in plate fields
Integrate Code by Zapier to parse custom fields and build a plate extraction routine from the contract data.
Code by Zapieror swap with your favorite app
6.Loops plates for stock folders
Integrate Looping by Zapier to iterate each plate value and search or create per-plate stock folders as needed.
Looping by Zapieror swap with your favorite app
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Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
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