- Document Automation
- Document Tracking
- Real-Time Status Sync
Update document status in tracking system when viewed
Automatically updating document status in your tracking system when a document is viewed ensures real-time visibility into engagement, reducing manual data entry and errors. This automation streamlines workflow by instantly reflecting status changes in your tracking records, enabling prompt follow-up and improved collaboration. By eliminating manual checks, teams can focus on high-value tasks and maintain accurate, up-to-date records without administrative overhead.
Filter by common apps:
Coda
Filter by Zapier
Streak
Xodo Sign
Airtable
Dart
Storage by Zapier
PandaDoc
Microsoft SharePoint
pdfFiller
Google Drive
Google Sheets
Google Docs
DocSend
Affinity
Docusign
Gong
- Update candidate information in Streak when Coda document changes
- Update Airtable when a document is completed in Xodo Sign
Update Airtable when a document is completed in Xodo Sign
- Track updates in Dart and increment value in Storage by Zapier
Track updates in Dart and increment value in Storage by Zapier
- Update loan document status in SharePoint when PandaDoc document is completed
Update loan document status in SharePoint when PandaDoc document is completed
- Create, upload, share document, and update tracking spreadsheet with pdfFiller, Google Drive, and Google Sheets
Create, upload, share document, and update tracking spreadsheet with pdfFiller, Google Drive, and Google Sheets
- Update document with new marketing release details from Google Sheets
Update document with new marketing release details from Google Sheets
- Track document engagement by identifying and managing contacts in DocSend and Affinity
Track document engagement by identifying and managing contacts in DocSend and Affinity
- Update legal document request status in Coda when Docusign envelope is completed
Update legal document request status in Coda when Docusign envelope is completed
- Update engagement records in Gong when PandaDoc document status changes
Update engagement records in Gong when PandaDoc document status changes