Document and Report AutomationPurpose
1.2. Streamline compliance, retrieval, and reporting for property appraisal files by eliminating manual document sorting.
1.3. Minimize human error, enforce naming conventions, and centralize access for audit/readiness.
Trigger Conditions
2.2. Status update in CRM or workflow app indicating "Document Signed".
2.3. API webhook from e-signature platform notifying document completion.
Platform Variants
• Connect Using: Connect API/Envelopes: Completed event
• Sample Config: Webhook triggers on status; destination folder structured by envelope metadata
3.2. Adobe Acrobat Sign
• Connect Using: REST API/Agreements: Agreement Signed callback
• Sample Config: Use agreementId, sender info, move to “Client/{ClientName}/{Property}”
3.3. Dropbox
• Feature: File requests or API upload endpoints
• Sample Config: Route with /files/upload, property tag in path
3.4. Google Drive
• Feature: Drive API — Files: insert; use custom folder IDs
• Sample Config: Insert API to create/move document in “Appraisals/{Region}/{Property}”
3.5. Microsoft OneDrive
• Feature: Graph API — Upload/Move file
• Sample Config: POST /me/drive/items/{item-id}/children, destination based on metadata
3.6. Box
• Feature: API Event Triggers/File Upload
• Sample Config: Monitor folder, relocate files on upload event with metadata checks
3.7. Egnyte
• Feature: Egnyte Files API — Upload/Move
• Sample Config: API call with path = /Shared/{AppraiserName}/{ClientName}
3.8. SharePoint
• Feature: REST API — Upload file and move; create folder structure dynamically
• Sample Config: POST /sites/{siteId}/drive/root:/Appraisals/{Client}/
3.9. PandaDoc
• Feature: Webhooks for document.status.changed
• Sample Config: When status=completed, relay doc PDF to folder via API
3.10. SignNow
• Feature: API Callback/Completed Document Webhook
• Sample Config: Download PDF, use property tag to assign destination folder
3.11. HelloSign (Dropbox Sign)
• Feature: Callback Event API
• Sample Config: On event=signature_request_signed, POST file to storage API
3.12. Formstack Sign
• Feature: Webhook/REST API — Signed doc ready
• Sample Config: Webhook triggers; use folder naming via API fields
3.13. Zoho Sign
• Feature: Completion Webhook
• Sample Config: On document completion, push to Zoho WorkDrive using tags
3.14. Salesforce
• Feature: Files Connect API, Platform Events
• Sample Config: Flow triggers on signed doc status, routes attachment to folder
3.15. HubSpot
• Feature: Workflow, API file upload
• Sample Config: Signed doc triggers workflow, uses API to save doc to CMS folder
3.16. Slack
• Feature: Slack API — File uploaded event
• Sample Config: On /files.upload, trigger export and route to cloud storage
3.17. Notion
• Feature: API upload, page property update
• Sample Config: On signed doc, create/update record and upload file to property page
3.18. Monday.com
• Feature: File column update via API
• Sample Config: On status change, API places file in project board’s file column
3.19. AirSlate
• Feature: Integration Bot for file routing
• Sample Config: Bot activates post-signature to file in folder by property
3.20. Trello
• Feature: Attachment API
• Sample Config: Upload doc as attachment to corresponding property card
3.21. AWS S3
• Feature: SDK/API — Dynamic Bucket/Folder upload
• Sample Config: UploadObject API, bucket path defined by property/client
3.22. Azure Blob Storage
• Feature: Blob API upload
• Sample Config: REST put to container/folder structured on doc type
3.23. Google Cloud Storage
• Feature: API upload; object naming
• Sample Config: Put object, folders as client/property/filename.pdf
Benefits
4.2. Accurate, metadata-based folder structure improves document traceability.
4.3. Eliminates manual labor, reduces errors, and improves scalability.
4.4. Faster client handoffs and increased satisfaction from timely service delivery.