- Document Automation
- Document Storage
- Auto-store new documents
Store newly created documents in a designated storage location for easy access and organization
This automation captures newly generated documents from various systems and automatically routes them to your specified cloud storage destination, ensuring they are filed in the correct folder structure. It reduces manual file transfers, minimizes the risk of misplaced files, and maintains consistent organization across your storage platforms. Users gain instant access to documents in real time without navigating multiple applications.
Filter by common apps:
Google Drive
WhatsApp Notifications
PreciseFP
Box
Goodbits
SignWell
Dropbox
PandaDoc
Pocket
Lexware Office
Google Docs
Airtable
Microsoft SharePoint
- Notify users on WhatsApp when new files are added to Google Drive
- Transfer completed client engagement documents from PreciseFP to Box
Transfer completed client engagement documents from PreciseFP to Box
- Add new Google Drive files to Goodbits content library
Add new Google Drive files to Goodbits content library
- Save sent documents from SignWell to Dropbox for easy access
Save sent documents from SignWell to Dropbox for easy access
- Create or update file in Google Drive when document status changes in PandaDoc
Create or update file in Google Drive when document status changes in PandaDoc
- Save favorite Pocket articles to Google Drive for easy access
Save favorite Pocket articles to Google Drive for easy access
- Upload new documents to Lexware Office, and delete them from Google Drive
Upload new documents to Lexware Office, and delete them from Google Drive
- Save and organize receipts in Microsoft SharePoint from new or updated Airtable records
Save and organize receipts in Microsoft SharePoint from new or updated Airtable records