- Document Automation
- Document Management
- Auto-file completed docs
Save completed documents to designated folders for easy access and organization
Automatically saving completed documents to designated cloud storage folders streamlines your file management workflow, ensuring that finalized proposals, agreements, and receipts are always organized and easily accessible. By automating the handoff from your signing or document-generation apps to cloud drives, you eliminate manual downloads, renaming, and filing tasks that can slow you down. This keeps your team on the same page, reduces errors, and lets you focus on higher-value activities rather than paperwork.
Filter by common apps:
PandaDoc
Google Drive
Delay by Zapier
LeadConnector
Docusign
Box
Crove
Basecamp
Dropbox
RightSignature
SignWell
Gmail
- Manage completed documents in Google Drive by creating user folders, delaying, and uploading files
- Get notified when a document is completed, update opportunity in LeadConnector, and upload file to Google Drive
Get notified when a document is completed, update opportunity in LeadConnector, and upload file to Google Drive
- Create folder and upload completed onboarding documents in Box from Docusign
Create folder and upload completed onboarding documents in Box from Docusign
- Save completed documents to Google Drive, and create a task in Basecamp for new hires
Save completed documents to Google Drive, and create a task in Basecamp for new hires
- Store completed Docusign documents in Dropbox folder and upload files
Store completed Docusign documents in Dropbox folder and upload files
- Save completed RightSignature documents to Dropbox for easy access
Save completed RightSignature documents to Dropbox for easy access
- Save completed SignWell documents to Dropbox for easy access
Save completed SignWell documents to Dropbox for easy access
- Manage opportunities, add or update in LeadConnector, find folder in Google Drive, and upload completed documents
Manage opportunities, add or update in LeadConnector, find folder in Google Drive, and upload completed documents
- Organize release documents in client folders, upload files, and notify the team via email
Organize release documents in client folders, upload files, and notify the team via email