- Document Automation
- Document Management
- Document-to-PM Sync
Process and organize document data into project management systems for tracking and access
These automations streamline the capture and organization of incoming document and project data by automatically routing form submissions, notes, files, and status changes into project management systems. They eliminate manual entry, keep all stakeholders up to date in real time, and ensure that every update—whether from forms, CRMs, or signature workflows—is reflected where work gets done. Users gain centralized visibility, faster handoffs, and reliable tracking across tools.
Filter by common apps:
Gmail
Google Docs
ClickUp
Filter by Zapier
Formatter by Zapier
Microsoft SharePoint
Affinda
Smartsheet
Delay by Zapier
Adalo
PDF.co
Google Drive
monday.com
Help Scout
Webhooks by Zapier
PandaDoc
Schedule by Zapier
OneDrive
Storage by Zapier
Pipedrive
Notion
Wufoo
- Create or document new attachments from Gmail in Google Docs
- Transfer completed tasks from ClickUp to Microsoft SharePoint and create organized list items
Transfer completed tasks from ClickUp to Microsoft SharePoint and create organized list items
- Transfer validated documents to Smartsheet, add invoice details, and attach files
Transfer validated documents to Smartsheet, add invoice details, and attach files
- Capture work details, convert to PDF, upload to Google Drive, and create record in Adalo
Capture work details, convert to PDF, upload to Google Drive, and create record in Adalo
- Update article URLs in monday.com, find conversations in Help Scout, and add notes for team visibility
Update article URLs in monday.com, find conversations in Help Scout, and add notes for team visibility
- Capture data from webhooks, create document in PandaDoc, and update monday.com board
Capture data from webhooks, create document in PandaDoc, and update monday.com board
- Retrieve document metadata from OneDrive, and store it in Storage by Zapier weekly
Retrieve document metadata from OneDrive, and store it in Storage by Zapier weekly
- Transfer new notes from Pipedrive to Notion database
Transfer new notes from Pipedrive to Notion database
- Capture notes from Wufoo, create items in monday.com, and upload relevant files
Capture notes from Wufoo, create items in monday.com, and upload relevant files