Data Management & CompliancePurpose
1.2. Automates removal of manual file handling, reduces data breach risk, and ensures every client file is properly archived and instantly retrievable.
1.3. Supports strict KYC, AML, and GDPR requirements—automating document encryption, tracking, and deletion rules for financial advisors and personal finance operations.
Trigger Conditions
2.2. Advisor requests files via email or SMS—triggers an upload workflow.
2.3. Completion of onboarding task or case milestone triggers automated file requests and storage routines.
2.4. API or webhook signal received from CRM, financial planning tool, or compliance checklist.
Platform Variants
• API: Envelopes::listDocuments, Envelopes::getDocument; automate document retrieval & storage.
3.2. Dropbox
• Endpoint: /files/upload; automate file placement in structured folders per client.
3.3. Google Drive
• API: files.create; configure automation for client folder creation & upload with permissions.
3.4. OneDrive
• Graph API: /drive/items/root/children; automate upload and automate permission inheritance.
3.5. SharePoint
• REST: /_api/web/lists; automate document libraries for client data segmentation.
3.6. Box
• API: /files/upload, /folders; automate upload workflows and retention policies.
3.7. Egnyte
• API: /v1/fileops/upload; automates client-specific foldering and upload tracking.
3.8. Salesforce
• API: ContentVersion, Attachments; automate document attachment to client/contact records.
3.9. Microsoft Teams
• Graph: /teams/{team-id}/channels/{channel-id}/filesFolder; automate sharing and secure storage in channel files.
3.10. Slack
• API: files.upload; automate document entry and logging into secure channels.
3.11. AWS S3
• S3 API: PutObject; automate encrypted storage with folder-based access policies.
3.12. Google Cloud Storage
• API: objects.insert; automate file saving in client-named buckets & automate lifecycle rules.
3.13. Azure Blob Storage
• REST: Put Blob; automate reporting and compliance retention for every uploaded file.
3.14. HubSpot
• API: files/v3/files; automate document uploads linked to client deals or tickets.
3.15. Monday.com
• API: files; automate file addition to client boards, automating access and change logs.
3.16. Pipedrive
• API: /files, /persons/{id}; automate document uploads mapped to clients and deals.
3.17. Zoho CRM
• API: Attachments; automate file storage for client contact/module records.
3.18. Notion
• API: /pages/{page_id}/children; automate embedding uploaded files inside client pages.
3.19. Freshdesk
• API: /tickets/{id}/attachments; automate document additions for client support cases.
3.20. AirTable
• API: Attachments field; automate document field population per record via API.
3.21. Dropbox Sign (HelloSign)
• API: signature_request/files; automate retrieval and archival post-signature.
3.22. Docusafe (Zapier Storage)
• API: File upload; automate storing sensitive files with audit logs.
3.23. Citrix ShareFile
• API: UploadFileToFolder; automate secure uploads and automatic folder permissioning.
Benefits
4.2. Automating encryption and access permissioning protects sensitive financial data from unauthorized access.
4.3. Automates client experience—instant upload links, reminders, and confirmations via multiple channels.
4.4. Reduces manual data entry and file organization, allowing financial advisors to maximize consultative time.
4.5. Supports automating document retention, destruction, and versioning policies for regulatory adherence.
4.6. Enables automated back-ups and disaster recovery for critical client files.
4.7. Establishes a uniform, automatable process across teams, improving data hygiene and operational agility.
4.8. Centralizes document storage—automatedly removes duplication and implements real-time search and retrieval.
4.9. Automates secure sharing and revocation of file access, supporting dynamic client collaboration and compliance.