- Document Automation
- Document Submission
- Automate document intake
Organize and manage document submissions
Streamline the intake and organization of form submissions by automatically generating, formatting, and storing documents in your preferred cloud storage. Automations ensure every new submission is captured accurately, reducing manual data entry and the risk of errors. This approach frees teams from repetitive tasks, improves document consistency, and accelerates access to critical information.
Filter by common apps:
WS Form
Webhooks by Zapier
Google Drive
Filter by Zapier
Typeform
Asana
Google Docs
HubSpot
Jotform
ClickUp
Delay by Zapier
Formatter by Zapier
- Capture form submissions from WS Form, and create structured entries in a spreadsheet
- Create folder for borrower documents, and upload assignment contract in Google Drive
Create folder for borrower documents, and upload assignment contract in Google Drive
- Receive organized form submissions in Google Drive, create a project in Asana, and generate a document in Google Docs
Receive organized form submissions in Google Drive, create a project in Asana, and generate a document in Google Docs
- Create a new folder and copy template file in Google Drive from HubSpot form submission
Create a new folder and copy template file in Google Drive from HubSpot form submission
- Save and organize Typeform submissions in Google Docs
Save and organize Typeform submissions in Google Docs
- Catch webhook, create document from template, append content, and update submission status
Catch webhook, create document from template, append content, and update submission status
- Capture new Jotform submissions and append to Google Docs document
Capture new Jotform submissions and append to Google Docs document
- Create new list and document in ClickUp from Typeform submissions
Create new list and document in ClickUp from Typeform submissions
- Create formatted document from Typeform submissions, format date, and add to Google Docs
Create formatted document from Typeform submissions, format date, and add to Google Docs
