Build your document flow engine
How it works
1 Pick your trigger in DMR
- Choose what starts the flow – like “when DMR scans a new document” or “when DMR processes an invoice”
- Set rules for which documents should flow where
2 Choose where documents go
- Send contracts straight to DocuSign
- Move invoices directly to QuickBooks
- Push important mail to Salesforce
- Store documents in Google Drive or Dropbox
- Route data to any of 7,000+ business tools
3 Set and forget
- Your documents now flow automatically
- No more downloading and uploading
- No more copy-pasting data
- No more checking multiple apps
- Keep full control and tracking
The magic happens because DMR instantly tells Zapier when new documents arrive. Zapier then executes your exact instructions – moving documents and data to the right place, right away. No technical skills needed.
How it works
The magic happens because DMR instantly tells Zapier when new documents arrive. Zapier then executes your exact instructions – moving documents and data to the right place, right away. No technical skills needed.
Getting started with Zapier
Get your DMR account ready first. Sign up for the service and set up your digital mailroom. This is your foundation.
Next, create your free Zapier account and connect it to DMR in just one click. The connection test happens instantly, showing you everything’s working right.
Now, build your first flow. Tell Zapier what should happen when new mail arrives, pick where your documents should go, and hit start. Watch as your manual work transforms into smooth, automated flow.
Set up takes less than 10 minutes. Your documents land exactly where they need to go, every time. And if you need help, our team shows you exactly how to set everything up.
