- Document Automation
- Document Management
- Automated document filing
Store and organize signed documents in designated folders for efficient management and retrieval
This automation automatically captures completed documents and saves them into designated folder structures, ensuring consistent organization without manual effort. It triggers on document completion and creates or locates the appropriate folder before uploading, keeping files neatly categorized. As a result, users gain instant access to the latest signed materials, reduce retrieval times, and maintain a clear audit trail for compliance and reporting.
Filter by common apps:
Google Drive
Evernote
Notion
Webhooks by Zapier
Google Docs
PandaDoc
Google Sheets
Limo Anywhere
eSign Genie
Pipedrive
Microsoft SharePoint
Code by Zapier
Docusign
Scrive
Filter by Zapier
- Store scanned PDFs in Google Drive, create notes in Evernote, and add items in Notion
- Organize and store applicant documents in Google Drive from Webhooks by Zapier, and create Google Docs
Organize and store applicant documents in Google Drive from Webhooks by Zapier, and create Google Docs
- Organize meeting recordings in Google Drive for bookkeeping
Organize meeting recordings in Google Drive for bookkeeping
- Track document completion, update records, and organize files in Google Drive and Google Sheets
Track document completion, update records, and organize files in Google Drive and Google Sheets
- Create personalized document folder in eSign Genie for new Limo Anywhere reservations
Create personalized document folder in eSign Genie for new Limo Anywhere reservations
- Create folder in SharePoint, run code, and update deal in Pipedrive when deal stage changes
Create folder in SharePoint, run code, and update deal in Pipedrive when deal stage changes
- Organize signed documents in Google Drive from Docusign
Organize signed documents in Google Drive from Docusign
- Create and store files in Google Drive from signed documents in Scrive
Create and store files in Google Drive from signed documents in Scrive