1.Detect new or modified PDF
Integrate EasyFTP and ftp file processing tools to detect new or modified files and trigger downstream document matching.
Attach incoming deck PDFs to production records and folders
Automatically monitor new or modified file arrivals across EasyFTP folders and team drive storage. Create and update production attachments when deck PDFs land, project names clean up, or CRM matches succeed — so you can attach files, upload copies, and avoid manual matching.
How this automation accelerates deck document access
When new or modified file uploads arrive in your FTP, delays can break production workflows and slow retrieval. This automation extracts identifiers, finds the matching production record, and attaches PDFs, then uploads a copy to Zoho WorkDrive—so your team can find the right documents fast.
EasyFTPor swap with your favorite app
2.Extracts job and order number
Integrate Formatter by Zapier and data extraction tools to extract job or order number to numeric job reference.
Formatter von Zapieror swap with your favorite app
3.Cleans project name from filename
Integrate Formatter by Zapier and text transform tools to clean project name and remove vendor prefixes.
4.Finds matching production record
Integrate Zoho CRM and record lookup tools to search the Production module by cleaned project name and return record ID.
Zoho CRMor swap with your favorite app
5.Adds PDF attachment to record
Integrate Zoho CRM and document attachment tools to attach the PDF to the found Production record ID.
6.Uploads PDF to team folder
Integrate Zoho WorkDrive and folder management tools to find the team folder and upload the original deck PDF.
Zoho WorkDriveor swap with your favorite app
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Explore all document processing automations
Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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