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Best apps

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Microsoft SharePoint

Hightail

Dropbox

Google Drive

Zoho WorkDrive

ONLYOFFICE

Looking to switch to a paperless office? Here are the best document management software and services.

The 19 best document management software systems

Use these electronic document management apps to create, store, manage, and retrieve documents for your business. 

The best document management software

Manage your workflow more effectively with this useful integration between Jotform and Microsoft SharePoint. When a new submission is received in Jotform, a corresponding list item is created in Microsoft SharePoint. This automated process simplifies task management, ensuring no new submission goes unnoticed in your SharePoint account. Save time and increase productivity with this hands-free, seamless information sharing.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Triggers when a new file is created or added to an individual folder (no subfolders supported).

New File in Folder

New List

Triggers when a new file is created or added to any first level subfolder.

New File in Subfolders

Triggers when a new item is created in a list.

New List Item

New or Updated File

Triggers when a folder is created or updated.

New or Updated Folder

Triggers when an existing list item is updated.

Updated List Item

Triggers when a list or one of it's items is updated.

New or Updated List

Finds a file and its contents based on its name and folder path.

Find File

Finds a item in a list based on user-given values.

Find List Item

Deletes a list item based on the item Id and Version.

Delete List Item

Creates a new folder at the path you specify.

Create Folder

Create List Item

Create a list

Moves a file from one folder to another within the same site.

Move File

Changes the status of an existing Page to Published.

Publish Page

Update List Item

Upload a File

Create new Microsoft SharePoint items from new Jotform submissions

Create seamless collaboration by linking your Microsoft SharePoint and Slack apps. With this workflow, every time a new file is uploaded in SharePoint, a channel message is sent in Slack. This simplifies communication, ensuring that your team stays updated on new file uploads, fostering productivity and streamlined team collaboration.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Send channel messages in Slack for new files in Microsoft SharePoint

Effortlessly manage incoming emails and their attachments with this automation. When you receive a new inbound email in your Email by Zapier inbox, this workflow will upload any attachments directly to your Microsoft SharePoint site. Keep your documents organized and accessible in SharePoint without any manual work, saving you time and streamlining your email management.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Upload new inbound emails from Email by Zapier to Microsoft SharePoint as files

Do you and your team live in Google Drive? Set up this Zapier integration to streamline your file management. It automatically uploads a PDF copy of your PandaDoc documents to Google Drive once they are completed. Keep all of your files in the same place, without having to manually copy and upload them!

PandaDoc

Upload PDFs to Google Drive when new PandaDoc documents are completed

Looking for a quick way to stay up to date on your sales wins and share it with your team in Slack? After you've set it up, the details of each newly completed PandaDoc document will be posted to a Slack channel of your choice from a Slackbot. Start celebrating your wins as a team with this Slack-PandaDoc integration.

Post Slack channel notifications when new PandaDoc documents are completed

Quickly add new contacts into PandaDoc from Google Sheets using this integration. Once activated, whenever a new row is added to a specified Google Sheets spreadsheet, a new contact will be created in PandaDoc automatically. 

Google Sheets

Add contacts to PandaDoc from new Google Sheets rows

It can be difficult to track down files attached to emails. Zapier can simplify your email and file management by automatically saving your email attachments to Google Drive for safekeeping. Whenever you get a new email in Gmail with an attachment, this Zap will save it to the Google Drive folder you want - just be sure to pick one when setting this up, otherwise we'll add the file to the root of your Drive. Get a step-by-step walkthrough in our 

Gmail

Filter by Zapier

Save new Gmail attachments to Google Drive

Looking for an easier way to manage email attachments you need to edit? With this integration, new, incoming Gmail email attachments are automatically saved in Google Drive as editable documents. You'll never need to hunt for an old email just to find its attachment again!

Add new Gmail attachments to Google Drive

Want a simple way to upload YouTube videos from Google Drive? This integration can do it for you. Just set the Zap up to watch your Google Drive folder for new files, then let Zapier post them to YouTube for you.

YouTube

Upload new Google Drive videos to YouTube

Dropbox makes it easy to make sure your files are always at your fingertips. Set up this integration to automatically upload each new Gmail attachment to Dropbox, so that now all your files are effortlessly accessible. 

Save new attachments in Gmail to Dropbox

Make sure you never lose an important email attachment with this Zap. Set it up, then save your new Zapier email address. Then, whenever you send or forward an email with an attachment to that email address, Zapier will automatically save the file in Dropbox for you.

Save new email attachments to Dropbox

Dropbox and Google Drive are both great apps for accessing the files you need to work with. Now you can make sure new files end up in both, automatically with this integration. No extra work from you!

Add new Google Drive files to Dropbox

Easily work on office files sent to you as a Gmail attachment. This Zapier automation will save incoming Gmail attachments to the my documents section of your ONLYOFFICE DocSpace for further editing.

ONLYOFFICE DocSpace

Add new Gmail attachments to ONLYOFFICE DocSpace

Streamline your document organization and project tracking process with this smart workflow. Whenever a new room is created in ONLYOFFICE DocSpace, a corresponding board is instantly set up in your Trello. This ensures your team's discussions and tasks align perfectly with the created document spaces, enhancing organization and productivity. No more manual switching between apps - let this seamless automation handle the work.

Trello

Create new Trello boards for every new room created in ONLYOFFICE DocSpace

Stay effortlessly organized with your sales by connecting your Pipedrive and ONLYOFFICE DocSpace. When a new folder is created in the chosen room of ONLYOFFICE DocSpace, this Zap automatically generates a new deal in Pipedrive.

Pipedrive

Create Pipedrive deals for new folders in ONLYOFFICE DocSpace

Want to effortlessly create a backup of your Dropbox files in Zoho WorkDrive? With the Zapier Integration, you can save a copy of newly uploaded Dropbox files in WorkDrive. These files will be saved to WorkDrive in their original file format (e.g. PDF, PNG or DOCX).

Add new Dropbox files to Zoho WorkDrive

Effortlessly manage incoming files from your Jotform submissions by using this seamless automation. When a new submission is received in Jotform, this workflow will directly upload the attached file to your Zoho WorkDrive, keeping your documents organized. Save time sorting through submissions and simplify your document storage process without any manual effort.

Upload new Jotform submissions as files in Zoho WorkDrive

Forget manually creating a backup of your files by uploading them on multiple cloud storage tools. With the Zapier integration, a copy of your newly added Google Drive files will be automatically uploaded to Zoho WorkDrive in their original file format (e.g. PDF, PNG or DOCX).

Add new Google Drive files to Zoho WorkDrive

Want to keep everyone up-to-date on what's happening in Hightail without leaving a chat?  This integration sends channel messages in Slack for new comments in Hightail.

Send channel messages in Slack for new comments in Hightail

Want to stay up-to-date on what's happening in Hightail while on the go?  Comments that are added to the Hightail space of your choice will get sent as text (SMS) messages.

SMS by Zapier

Send new Hightail comments as text (SMS) messages

Want to keep your Hightail projects in synch with your Basecamp 3 projects?  New projects that are created in Basecamp 3 creates projects in Hightail with the same name.

Basecamp 3

Add new Basecamp 3 projects to Hightall

Box makes it easy to make sure your files are always available, and are easily shareable with your team or peers. With this Gmail and Box integration you can save your income Gmail attachments to Box so that all your files are easily accessible.

Save Gmail attachments to Box in their original file format [Business Gmail Accounts Only]

Want a simple way to copy your Google Drive files over to Box, perhaps to collaborate with others who prefer to use Google Drive or Box? This Zapier integration will automatically archive copies of new Google Drive files in a folder to a Box account. Whenever you add a new file to Google Drive, Zapier will automatically copy it over to Box.

Copy new Google Drive files to a folder in Box

Want a simple way to copy your completed PandaDoc documents to Box? Activate this Zapier integration to create and save a PDF copy of your PandaDoc documents to Box whenever a document is completed. Keep your records straight and ensure everyone who needs to view signed documents has access to them.

The best document management software

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