Skip to content

Attach completed PDF proofs to job records automatically

You get extracted PDFs that remain unlinked to job records and stall billing. Linked PDFs let billing and client services invoice faster, before the next run.

Attach completed PDF proofs to job records automatically

Workflow preview:

Zap details:

Overview

Extracted PDFs frequently sit in personal storage and never reach the job record, stalling billing and client follow-up. This flow uploads each PDF and attaches it to the correct job automatically, giving billing immediate proof and enabling invoicing before the next run.

Attach completed PDF proofs to job records automatically