Best Document Management Software for Zapier

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

ONLYOFFICE Docs is a secure online office suite for teams and businesses of all sizes. Create and edit docs, sheets, slides, fillable forms and PDFs. Collaborate with your teammates in real time using two co-editing modes, version history and other tools. Enable the AI assistant of your choice — ChatGPT, DeepSeek, Mistral, Groq AI, etc. Generate new content, summarize, translate and do more with your favourite AI tool while working on office files. Integrate ONLYOFFICE Docs into your business platform, whether it be Odoo, Alfresco, Confluence, Pipedrive, Nextcloud, Redmine, SuiteCRM, etc., via an integration app (40+ available integrations). Use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform equipped with the online office suite. Create dedicated spaces for different purposes, invite your teammates, assign access permissions and collaborate the way you like. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.

Google Workspace is an all-in-one cloud productivity platform developed by Google to help businesses manage communication, collaboration, document creation, and workflow automation from a centralized environment. The platform combines professional email, cloud storage, video conferencing, document editing, team messaging, scheduling, and AI-powered assistance into one subscription-based ecosystem optimized for modern work environments. Google Workspace includes applications such as Gmail, Google Drive, Google Meet, Docs, Sheets, Slides, Calendar, Chat, Keep, Forms, Sites, NotebookLM, and Gemini AI, enabling teams to work together seamlessly across devices and locations. One of the platform’s core strengths is its built-in AI functionality powered by Gemini, which helps users draft emails, summarize meetings, generate research insights, automate repetitive tasks, and improve productivity using contextual awareness from workplace data. Google Workspace also supports advanced collaboration features including real-time editing, appointment scheduling, eSignatures, document sharing, cloud storage management, and AI-assisted research tools. Businesses benefit from enterprise-grade security features such as AI-powered threat protection, data classification, endpoint management, Data Loss Prevention, secure access controls, and compliance support for enterprise environments. The platform offers scalable pricing plans suitable for startups, small businesses, enterprises, educational institutions, nonprofits, and government organizations. Google Workspace also simplifies data migration and onboarding with built-in migration tools and partner support for transferring emails, files, and business information securely into the cloud.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Concord Horizon is an AI native contract platform built from a complete rewrite of Concord’s technology, applying ten years of experience to a modern architecture for faster and more accurate contract work. The redesigned interface offers light and dark mode, collapsible navigation, full screen focus, custom columns, advanced filtering, and consistent tables across modules. AI Copilot supports natural language questions, contract summaries, key point extraction, and fast portfolio insights, while AI Search adds lexical and semantic search with improved performance and multi actions on results. MCP brings contract intelligence into AI tools like ChatGPT and Claude for summaries, tables, or automated monitoring. Concord applies a strict zero data retention policy with AI partners and never uses customer data to train AI models .

ContractSafe is AI-enabled contract management software that actually does what it promises, without the six-month implementation, per-seat charges, or admin overhead that makes most CLM tools their own kind of problem. If you've been through that cycle before (a tool that takes months to deploy, requires a dedicated admin, hides pricing behind a sales call, and still leaves contracts expiring without warning), ContractSafe is the way out. Search is Google-fast across every contract and attachment, including full OCR on scanned PDFs. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content. Smart Search understands your intent rather than requiring exact keywords. None of it needs configuration or a dedicated admin. It works out of the box. Pricing is published publicly. No "contact sales for a quote," no per-seat charges that penalize you for adding users, no implementation fees. Every plan includes unlimited users, automated renewal and key-date alerts, a dedicated Customer Success Manager, and free onboarding assistance. Higher-tier plans add approval workflows, redlining, and built-in e-signature. Security: hosted on AWS, SOC 2 Type II and ISO 27001 certified, HIPAA and GDPR compliant, with data residency options across the US, Canada, EU, and Australia. Most teams are fully operational within hours of signing up. Free trial, no credit card required.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

MindCloud is an enterprise-ready integration platform for connecting applications, automating workflows, and moving data reliably across business systems. Teams can build integrations using APIs, webhooks, EDI, FTP-based file transfers, scheduled processes, and automated imports and exports. Use MindCloud to synchronize data in real time, transform records between different data models, eliminate duplicate entry, and orchestrate workflows across CRM, ERP, ecommerce, accounting, marketing, and operational systems. MindCloud combines a powerful low-code platform with an experienced integration delivery team. Organizations can build and manage their own workflows or work with MindCloud’s solutions engineers to scope, build, launch, and support production integrations—without diverting internal engineering resources. Connect to more than 3,000 applications, including Salesforce, HubSpot, NetSuite, QuickBooks Online, QuickBooks Desktop, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Walmart, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything.

Vaiz is a work management platform built for small and mid-sized teams — startups, agencies, and growing SaaS companies — who want the structure of tools like Jira, Asana, or ClickUp without the complexity or price tag. It centralizes task management, document sharing, and team coordination in one lightweight workspace, so teams of 5-50 people can get started in minutes, not weeks. Vaiz offers customizable task boards (lists, Kanban, Gantt charts), an AI assistant that drafts, summarizes, and analyzes work, and built-in automation that handles routine tasks without extra setup. Integrations with tools like Slack, GitHub, and Google Workspace keep teams aligned without switching between apps. Vaiz scales with you, from a 5-person startup to a growing team, without forcing you to re-learn the tool as you grow."

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

Artintech ERP is a comprehensive enterprise resource planning solution designed to optimize and streamline your business operations across various departments. Tailored for small to medium-sized enterprises (SMEs), Artintech ERP offers robust functionality with a user-friendly interface, allowing businesses to seamlessly manage their resources, inventory, human capital, finances, and customer relations all in one integrated platform. Why Choose Artintech ERP? * User-Friendly Interface: Designed for ease of use, Artintech ERP minimizes the learning curve, ensuring a smooth transition and quick adoption across your organization. * Cloud-Based Flexibility: Access your ERP system anytime, anywhere, with our secure cloud-based solution, which provides the flexibility to manage your business on the go. * Comprehensive Support: Our dedicated support team is available to assist you every step of the way, from initial implementation to ongoing maintenance and updates.

DigiParser automates document workflows and extracts data from documents such as invoices, contracts forms, resumes and receipts. It uses advanced OCR, machine learning, and data extraction to extract, validate, process, and convert documents into structured CSV or JSON formats. Users can create custom parsers, automate workflows and integrate the extracted information into tools such as Zapier, QuickBooks Xero Salesforce, Google Sheets etc. DigiParser allows for team collaboration through flexible billing options. This allows multiple team members to be able to work on different Parsers. Its features, such as schema customization, review phases, and workflow automation ensure high accuracy in data extract while saving time and reducing the manual work.

Our API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template.

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Pilot onboarding service w/ portal design support and workforce training - Internal & external knowledge base options - Create multiple workspaces - Portal analytics & feedback with Docsie Vocally - Custom domain on free tier - Markdown compatible - Docsie Editor with rich formatting and content embeds - iFrame - SwaggerAPI import - Built-in and custom document templates - Help center deployment & in-app help sidebar - Share guided tours & create with our builder Chrome extension - Manage multiple versions, languages, and view change history - Webhook support in Mattermost, Slack, and more - Ghost AI language translation (available) & generative AI (in-progress) - Project management with kanban and task creation - RBAC/JWT/SSO for security, user management, and data protection

Property Matrix is the ultimate property management solution for residential, commercial, and mixed portfolios. Fully cloud-based and designed for mobility, it offers real-time access from any device, ensuring you can manage your properties anytime, anywhere. The software includes enterprise-class accounting capable of handling even the most complex financial needs, along with fully customizable reports, templates, and workflows to adapt to your unique business requirements. Key features include tenant and owner portals, automated lease creation, online applications, check scanning, and integrated marketing tools that post vacancies to top listing sites with just one click. Property Matrix also simplifies maintenance management, enabling tenants to submit requests online and vendors to manage work orders. Its advanced CAM management, customizable settings, and robust automation features streamline operations, saving time and reducing costs. Backed by best-in-class customer support, Property Matrix scales effortlessly, whether you manage 50 or 5,000 units, and is trusted by property managers worldwide to enhance efficiency, improve tenant satisfaction, and grow their businesses​​​.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

WaiverFile's Online Waiver Forms allow you to electronically sign your liability agreement. You can sign on any device, from anywhere! WaiverFile is designed to be simple to use and rich in features. It will help you ensure compliance by ensuring all waivers are signed. WaiverFile's check-in tracking and event features make it much easier to keep track of all signed waivers than one long list. WaiverFile is more than just a place to store forms. It streamlines your customer intake process.