- Document Automation
- File Management
- Automated document uploads
Upload new files to a bookkeeping system for document management
Automate the transfer and organization of files across systems to streamline document workflows and ensure accurate bookkeeping. By setting up triggers for new files and completed forms, documents are consistently uploaded, sorted, and stored without manual intervention. This reduces errors, saves time, and provides instant access to up-to-date records for audit-ready bookkeeping.
Filter by common apps:
Airtable
Google Drive
Delay by Zapier
Filter by Zapier
Zoho Sign
Microsoft SharePoint
BambooHR
Dropbox
everbill
PandaDoc
Lexware Office
Code by Zapier
Pipedrive
- Transfer files to Google Drive, delay for a moment, and update Airtable record
- Delete file in Google Drive when record is created or updated in Airtable
Delete file in Google Drive when record is created or updated in Airtable
- Receive uploads of completed documents to Microsoft SharePoint from Zoho Sign
Receive uploads of completed documents to Microsoft SharePoint from Zoho Sign
- Upload employee files to BambooHR from new records in Airtable
Upload employee files to BambooHR from new records in Airtable
- Upload new Dropbox files to everbill for bookkeeping
Upload new Dropbox files to everbill for bookkeeping
- Create folder and upload file in Dropbox from new or updated record in Airtable
Create folder and upload file in Dropbox from new or updated record in Airtable
- Process and store documents in Google Drive, and update records in Airtable when PandaDoc status changes to sent
Process and store documents in Google Drive, and update records in Airtable when PandaDoc status changes to sent
- Upload new files to Lexware Office for bookkeeping, and move them in SharePoint
Upload new files to Lexware Office for bookkeeping, and move them in SharePoint
- Upload new Google Drive files and attach to relevant Pipedrive deals
Upload new Google Drive files and attach to relevant Pipedrive deals