1.Catches new vendor or project event
Integrate Webhooks by Zapier and automation triggers to detect new vendor or project record events and start the NDA flow.
Create NDA folder and link to project records
Automatically catch new vendor or project record events across Webhooks by Zapier and cloud storage. Create and update when NDA folders are needed and links are readyβso you can find agreements instantly without manual folder setup, searching, and copying.
How this automation protects NDA access with instant record links
When a new vendor or project record appears, agreements can be hard to find and NDA setup gets delayed. This automation catches record events, creates secure NDA folders, and updates Salesforce records with direct folder linksβso your team can locate agreements immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds matching vendor or project record
Integrate Salesforce and CRM record lookup tools to map the webhook payload ID and find the qualifying record.
Salesforceor swap with your favorite app
3.Creates NDA folder and shared link
Integrate Files.com and cloud storage tools to create a secure NDA folder and return the folder path and share URL.
Files.comor swap with your favorite app
4.Updates record with NDA folder link
Integrate Salesforce and CRM fields to write the Files.com folder path or shared URL back to the record.
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