Instant Filing
Automatically place each new or completed document into the correct cloud folder the second it’s generated.
- Document Automation
- Document Storage
Document Storage
Document Storage automations automatically send contracts, forms, and other files to the right cloud folder the moment they’re created or submitted. Zapier removes manual uploads, naming, and sorting, so every stakeholder can instantly find the latest version in one place. This keeps your team organized, compliant, and always up-to-date.
Error Elimination
Prevent lost files and misnamed versions by letting Zaps handle uploads and consistent folder structures.
Team Access
Ensure colleagues and clients can always retrieve the latest documents without requesting manual sends.
Featured use cases
Automatically upload completed documents to your chosen storage location for organized, instant access without manual handling.
+ moreAutomatically route new documents to designated storage locations to streamline organization and access.
+ moreAutomatically save and organize completed files in your cloud storage without manual steps.
+ moreAutomatically parse documents and store structured data in your chosen file storage system for consistent, searchable archiving.
+ moreAutomatically store and organize files in cloud storage from incoming submissions or bookings, eliminating manual setup and improving access.
+ more