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Files & Documents Workflows

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Create Docupilot documents from new Jotform submissions
A ready-to-use Make workflow that connects Jotform, Docupilot. Create Docupilot documents from new Jotform submissions. Customize and deploy in minutes.
Make$2.99
Create rows in Smartsheet from new Gmail messages matching your search criteria
A ready-to-use Make workflow that connects Google-email, Smartsheet. Create rows in Smartsheet from new Gmail messages matching your search criteria. Customize and deploy in minutes.
Make$2.99
Create a new Airtable record for every new Google Calendar event
Effortlessly manage your events by automatically creating records in Airtable whenever a new event is added to your Google Calendar. This template streamlines your scheduling process, ensuring that all important event details are captured and organized in Airtable for easy access and management. Perfect for users who want to enhance their productivity and keep track of their calendar events in a structured database.

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Make$2.99

Record all SendFox campaigns in Airtable

When you create or update a SendFox campaign, all the details will be recorded in Airtable. [Here](https://airtable.com/shrTrcEMyeTP1uAC8) is the table used in this scenario.

Post a comment to Figma received via 123FormBuilder

When a new form is submitted, the content from the form is imported as a new comment to a corresponding file in Figma.

Update envelope status of DocuSign document in a Google Sheets spreadsheet

This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/17duV_jKnh8If9N4xZjQ3zLuasyUUyBy_fef5kxiD4OY/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create a new database item from searched objects in Notion

A ready-to-use Make workflow that connects Notion. Create a new database item from searched objects in Notion. Customize and deploy in minutes.

Create Google Contacts from new NetHunt records

Every time a new record is created in NetHunt, Make will automatically create a new contact in Google Contacts.

Watch for new CDR records and store in Google Sheet

Use this automation to automatically store Cloudonix call detail records to Google Sheets. You may modify this template to store more information and perform pre-storage processing.

Watch Airtable records and send data via HTTP action with intervals

Automatically monitor Airtable records and send updates via HTTP action using a delay to ensure that every record is accounted for. Ideal for real-time data synchronization between Airtable and your web applications.

Create Asana tasks from Zoho Invoices

Every time a new invoice is created in Zoho Invoice, this Make workflow automatically generates a corresponding task in Asana. Ideal for accounting or project teams who need to track billing actions without manual entry. Save time by linking financial documents directly to your project management system.

Create Google Contacts from new Acuity Scheduling appointments

Every time a new appointment is scheduled in Acuity Scheduling, Make will automatically create a new contact in Google Contacts.

Add new rows with data about Outbound messages in Hootsuite to Google Sheets spreadsheet

A ready-to-use Make workflow that connects Hootsuite, Google-sheets. Add new rows with data about Outbound messages in Hootsuite to Google Sheets spreadsheet. Customize and deploy in minutes.

Create Trello cards from new asset in Frame.io account

Every time a new message is created in Frame.io, Make will automatically add a new card to a Trello board of your choice.

Create new records in Airtable from new contacts in ActiveCampaign

This template periodically checks for new contacts in ActiveCampaign and uses the retrieved information to create new records in Airtable. Your Airtable table should have at least these columns: 1) Email as email (as primary column) 2) Name as short text 3) Phone as number 4) ActiveCampaign ID as short text The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create Google Contacts from new Tabidoo records

A ready-to-use Make workflow that connects Tabidoo, Google-contacts. Create Google Contacts from new Tabidoo records. Customize and deploy in minutes.

Create Google Contacts from Office 365 People contacts

A ready-to-use Make workflow that connects Microsoft-people, Zerobounce, Builtin. Create Google Contacts from Office 365 People contacts. Customize and deploy in minutes.

Send data to an HTTP endpoint when records are updated in Airtable

Streamline your data management process by automatically sending updates from Airtable to your desired endpoint. With this template, every time a record is updated in Airtable, Make will trigger an action to send the relevant data to an HTTP endpoint of your choice. This integration ensures that your data remains synchronized and up-to-date across platforms, enhancing your workflow efficiency and reducing manual data entry.

Watch Google Sheets rows for changes and send data to an external action

Monitor changes in Google Sheets rows and automatically send updated data to an external action, then update the row in Google Sheets.

Create Google Contacts from HubSpot CRM contacts

Every time a new HubSpot CRM contact is created, Make will automatically look that email up in Google Contacts. If this contact does not exist it will create a new contact. If this contact exists yet, it will update it.

Add a new HubSpot CRM contacts to Revv Documents

Every time a new contact is created in HubSpot CRM, Make will automatically create a new contact in Revv Documents.

Create a new Google Sheets row for every new email received in Gmail

Automatically log every new Gmail email into Google Sheets. Capture email details with regex parsing and add them as new rows in Sheets.

Add new Instagram media posts as records in Airtable

A ready-to-use Make workflow that connects Instagram-business, Airtable. Add new Instagram media posts as records in Airtable. Customize and deploy in minutes.

Create a new Airtable record for every new article from RSS feed

Automatically create a new Airtable record for every article published in your RSS feed, keeping your database updated with fresh content.

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Related categories

Communication (2,463)AI (1,930)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)

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