1.Detect new case card
Integrate Pipefy and case management tools to trigger on each new case card and to centralize recovery case identifiers.
Create extrajudicial recovery notices from new case cards
Automatically monitor new case cards across Pipefy workflows. Create and update when recovery notices need drafting or documents need saving, so you can generate notice PDFs, save them to the document folder, and share them with reader access without manual drafting and file handling.
How this automation generates extrajudicial notices for cases
When a new case card is added, delays can stall agent action and collections outreach. This automation formats the notice date, generates the extrajudicial document from a template, and saves it to your configured folderβso your team can act faster.
Pipefyor swap with your favorite app
2.Format current date
Integrate Formatter by Zapier and date handling tools to map the current timestamp to a formatted date string for template insertion.
Formatter by Zapieror swap with your favorite app
3.Create document from template
Integrate Google Docs and legal document templates to create a notice document from mapped case fields and to save it to your folder.
Google Docsor swap with your favorite app
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Accelerate legal document creation with automated template population, record routing, and file delivery
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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