Automatically Archive Signi Contracts to Dropbox with Date-Stamped Folders
Effortlessly save contracts from Signi to Dropbox by creating date-stamped folders for organized storage.
This workflow automates the process of archiving contracts from Signi to Dropbox. It filters contracts based on specific criteria, retrieves contract details, downloads the contract as a PDF, and then organizes these files into newly created Dropbox folders named with the current date. This ensures that all contracts are systematically stored and easily accessible.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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