Automate your workflows with Zapier and Convoflo
Reduce manual tasks and speed up your operations. With Zapier, Convoflo integrates into your workflows to automatically trigger the right actions at the right time. Connect Convoflo to Zapier to automate repetitive tasks related to your secure spaces, documents, messages, and signatures, all while connecting Convoflo with your other business tools.
The integration between Convoflo and Zapier allows you to automate a large portion of the repetitive tasks surrounding secure collaboration.
Instead of manually copying files, sending messages one by one, tracking every signature, or creating each secure space by hand, you can orchestrate these steps automatically within your existing workflows.
This allows you to automate the creation of secure spaces, tag additions, file organization, message dispatch, signature request triggers, and key client follow-up steps. The result: your teams save time, reduce oversights, and further standardize case execution.
By connecting Convoflo to Zapier, you also enable the platform to seamlessly integrate into your broader tech stack—whether that includes your document management tools, CRM, or notification systems.
Why is this feature important?
Simplifies document and secure space management
Improve client communication flow
Accelerate electronic signature management
Reduces repetitive tasks
Integrate Convoflo into your tech ecosystem
Standardizes your processes
Supported triggers and actions
Assign a label to a file, secure space, or folder
Automatically assigns an internal label to a specific file uploaded to the platform, or adds a tag to a secure workspace or folder. This allows you to instantly mark the status of a document (e.g., "To Review", "Approved") and trigger internal processing rules.
Copy files and folders
Copies and transfers complete files or directories to a specific folder or the root of your system. Convenient for creating automatic archive copies or sharing template documents to a new workspace.
Create a folder
Automatically generates a new storage directory in the root or within an existing subfolder. Keeps your document structure organized and uniform based on the type of mandate or fiscal year.
Create a secure space
Orchestrate the automatic opening of a dedicated new secure space as soon as a mandate or contract is approved. Your client receives immediate access without any manual effort required from your assistant(s).
Request a signature
Automatically triggers an electronic signature request from a predefined template. Accelerates the execution of your agreements, powers of attorney, or engagement letters as soon as a form is completed in your CRM.
Post a message
Instantly posts a message or notification to your client's secure space. Ideal for sending automated instructions, document receipt confirmations, or personalized reminders.
Reply to a message
Send an automated reply in an existing thread within the secure space. This allows you to immediately acknowledge receipt of a client request while keeping the complete history in one place.
Share a secure space
Grants and sends access rights to a secure space for an external user or client. Simplifies adding new stakeholders (e.g., co-signers, advisors) based on updates to your database.
Update a secure space
Automatically modifies the settings, configuration, or automation rules of a secure space. Allows you to adjust permissions or close access to a folder when the mandate is closed.
Upload a file
Add a confidential document directly into the root or a subfolder of the secure space. Automatically synchronize deliverables generated by your internal tools (e.g., financial statements, reports) to make them available to your clients.
A shared benefit for your client, your team, and your organization
For your client
Seamless and transparent automation with zero learning curve. Your client naturally interacts within their secure web space while quietly triggering backend workflows in your favorite applications, without the need to manage complex technical configurations or memorize multiple credentials.
For your internal teams
Say goodbye to repetitive tasks and duplicate data entry once and for all. Your professionals and assistants connect Convoflo to over 9,000 apps via Zapier to orchestrate automated triggers—folder creation, Slack/Teams notifications, CRM updates, and client follow-ups—with zero manual file handling.
For your organization
Maximum operational agility combined with strict control over your information flows. Interconnect your software ecosystem without developing custom code, while guaranteeing sovereign, traceable data transfer—certified SOC 2 Type II and compliant with the regulatory requirements of Quebec (Law 25), Canada (PIPEDA), and the United States. Get things done... with a smile.
