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Your No-code and AI Automation PartnerAutomate Docupipe to ERP Updates
Simplify and accelerate your document processing by automating Docupipe updates to your ERP system with Zapier. Reduce manual data entry, ensure data accuracy, and stay informed with automatic notifications, enhancing overall operational efficiency.
When Document Finalized
1. Document Finalization Detected
Identify when a document is marked as finalized in Docupipe.
Extract Data Fields
2. Extract Document Data
Retrieve necessary information from the finalized document.
Find ERP Record
3. Locate ERP Record
Search and find the corresponding ERP record.
Update ERP Record
4. ERP Record Update
Update the ERP system with new information.
Send Notification
5. Notify Team
Alert the relevant team about the document update and synchronization.
Log Update
6. Track Changes
Log the document update event in the project management tool.
- Repeat -
Automation Benefits
Benefits of Automation
Maximize your organization's efficiency with these advantages.
Enhanced Data Accuracy
Eliminate human errors by automating data entry.
Time-Efficient Processes
Spare valuable time with instant updates and automation.
Improved Collaboration
Facilitate teamwork with integrated, real-time updates.
Cost Efficiency
Reduce operational costs by minimizing manual tasks.
Increased Visibility
Gain insights into document processing with seamless logs.
Adaptable Automation
Easily tailor the workflow to meet changing business needs.
Features
Key Features
Discover the powerful features that enhance your document management efficiency.
- 1Seamless Document Integration
Automatically sync finalized documents with your ERP system.
- 2Real-time Notifications
Stay informed instantly with round-the-clock update alerts.
- 3Efficient Task Tracking
Track all changes seamlessly in your project management tool.
Outcomes
Expected Outcomes
Unlock the potential of seamless document management integration with measurable results.
80%
Reduction in Manual Errors
60%
Boost in Processing Efficiency
90%
Improvement in Data Synchronization
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FAQ
Frequently Asked Questions
Address your queries with these detailed answers about the automation process.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.