- Document Automation
- Document Management
- Automated document filing
Store and organize signed documents in designated folders for efficient management and retrieval
This automation automatically captures completed documents and saves them into designated folder structures, ensuring consistent organization without manual effort. It triggers on document completion and creates or locates the appropriate folder before uploading, keeping files neatly categorized. As a result, users gain instant access to the latest signed materials, reduce retrieval times, and maintain a clear audit trail for compliance and reporting.
Filter by common apps:
Limo Anywhere
eSign Genie
Pipedrive
Microsoft SharePoint
Code by Zapier
Docusign
Google Drive
Scrive
Filter by Zapier
Evernote
Notion
PandaDoc
Airtable
SignNow
Box
SignRequest
Salesforce
Finmo
Google Docs
- Create personalized document folder in eSign Genie for new Limo Anywhere reservations
- Create folder in SharePoint, run code, and update deal in Pipedrive when deal stage changes
Create folder in SharePoint, run code, and update deal in Pipedrive when deal stage changes
- Organize signed documents in Google Drive from Docusign
Organize signed documents in Google Drive from Docusign
- Create and store files in Google Drive from signed documents in Scrive
Create and store files in Google Drive from signed documents in Scrive
- Store scanned PDFs in Google Drive, create notes in Evernote, and add items in Notion
Store scanned PDFs in Google Drive, create notes in Evernote, and add items in Notion
- Manage rental agreements by saving signed documents to Google Drive, and creating records in Airtable
Manage rental agreements by saving signed documents to Google Drive, and creating records in Airtable
- Process completed disclosure documents in SignNow, find and update records in Airtable, and upload files to Box
Process completed disclosure documents in SignNow, find and update records in Airtable, and upload files to Box
- Create and update records in Salesforce from new SignRequest document signings
Create and update records in Salesforce from new SignRequest document signings
- Create client folders and notes in Google Drive and Google Docs from Finmo applications
Create client folders and notes in Google Drive and Google Docs from Finmo applications