- Document Automation
- Document Storage
- Auto-save documents
Save completed documents to a designated cloud storage location for easy access and organization
This automation streamlines the process of saving finalized documents and attachments to a predetermined cloud storage folder, ensuring consistent organization and effortless retrieval without manual intervention. By automatically discovering completed files from signing platforms, project boards, or form submissions, it eliminates repetitive downloads and uploads, reducing errors and saving time. Users gain a centralized repository with standardized naming or date formats, making collaboration and auditing fast and seamless.
Filter by common apps:
PandaDoc
Slack
Google Drive
Circleback
OneDrive
Airtable
Amazon S3
Clio
Dropbox
Notion
PDF.co
SignNow
Webhooks by Zapier
- Notify team in Slack when document is completed, and upload document to Google Drive
- Save meeting notes and action items to OneDrive from Circleback
Save meeting notes and action items to OneDrive from Circleback
- Transfer new Google Drive files to Airtable and Amazon S3
Transfer new Google Drive files to Airtable and Amazon S3
- Transfer new Clio documents to Dropbox for easy access
Transfer new Clio documents to Dropbox for easy access
- Notify team in Slack when document is completed in PandaDoc, and upload document to Google Drive
Notify team in Slack when document is completed in PandaDoc, and upload document to Google Drive
- Save new Notion database items as files in Dropbox
Save new Notion database items as files in Dropbox
- Convert new Notion database items to PDF and upload to Google Drive
Convert new Notion database items to PDF and upload to Google Drive
- Save completed SignNow documents to Google Drive, and notify the team in Slack
Save completed SignNow documents to Google Drive, and notify the team in Slack
- Store application documents in Google Drive, and update Notion database with links
Store application documents in Google Drive, and update Notion database with links