1.Detect new or modified addendum files
Integrate EasyFTP and file drop triggers to detect new or modified files in the watched folder and start the document workflow.
Attach incoming unsigned addenda to deal records and folder
Automatically detect new or modified files in EasyFTP and sanitize qualifying addendum filenames across Zoho CRM and Zoho WorkDrive. Upload addenda to the matching deal folder, attach the PDF to the deal record, or create a task and email owners—so you can reduce routing mistakes, speed document filing, and keep audits clean without manual paperwork.
How this automation attaches unsigned addenda to deal records
When unsigned addenda arrive with inconsistent names and unmatched deal records, delays and misfilings can slow legal review. This automation sanitizes filenames, locates the right deal, uploads the PDF to the correct folder, and writes attachments or alerts automatically—so your team can file documents with confidence.
EasyFTPor swap with your favorite app
2.Sanitizes incoming filename for matching
Integrate Formatter by Zapier and text transform tools to map the incoming filename to a sanitized title for addendum matching.
Formatter by Zapieror swap with your favorite app
3.Formats modified date for filenames
Integrate Formatter by Zapier and reporting tools to format the file modified timestamp into a usable date string.
4.Finds the matching deal by name
Integrate Zoho CRM and CRM search tools to find a deal by mapping the sanitized title to the deal name.
Zoho CRMor swap with your favorite app
5.Uploads addendum to the deal folder
Integrate Zoho WorkDrive and shared drive storage to upload the PDF to the deal folder or a fallback workspace.
Zoho WorkDriveor swap with your favorite app
6.Adds attachment or creates a CRM task
Integrate Zoho CRM and task routing tools to add the uploaded PDF as a deal attachment or create a task for missing cases.
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