Instant Logs
Capture every document event in real time to create a complete, timestamped history without lifting a finger.
- Document Automation
- Document Tracking
Document Tracking
Document Tracking automation centralizes every interaction—uploads, views, signatures, and status changes—into one reliable source of truth. Zapier connects e-signature tools, cloud drives, CRMs, and chat apps to automatically log events the moment they happen. This ensures airtight audit trails, quicker follow-ups, and less manual data entry.
Error-Free
Remove manual data entry and reduce mistakes by letting Zaps populate spreadsheets, CRMs, or databases automatically.
Unified Visibility
Sync statuses across teams and tools so anyone can see current document progress and act faster.
Featured use cases
Automatically sync document status with your tracker upon viewing for real-time updates and reduced manual work.
+ moreAutomatically add completed document links to contact records for immediate access and follow-up.
+ moreAutomatically extract and record incoming document data for streamlined management and record-keeping.
+ moreAutomatically log tagged items into a central sheet for organized, real-time tracking.
+ moreAutomatically log signed document details in a shared tracking sheet to improve organization and real-time visibility.
+ moreAutomatically attach email attachments to applicant records to centralize document management and eliminate manual uploads.
+ more