How it works

Three steps, no code

DMR instantly tells Zapier when new documents arrive. Zapier then executes your exact instructions — moving documents and data to the right place, right away.

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 8,000+ 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

Popular destinations

Where DMR clients send their documents

A handful of the 8,000+ tools reachable through Zapier. If your stack is on Zapier, DMR can feed it.

Salesforce
DocuSign
QuickBooks
Google Drive
Dropbox
HubSpot
Slack
Xero

Instant triggers

DMR notifies Zapier the moment a document is scanned, classified, or processed — so downstream work starts in seconds, not on a nightly batch.

Rule-based routing

Decide which documents flow where based on type, sender, or any extracted value. Different invoices can take different paths automatically.

Full visibility

Every automated action stays logged in your DMR audit trail, so you keep chain-of-custody and control even when documents leave the portal.

Zapier is a no-code automation platform that connects business apps together. It is a separate service and requires its own account and subscription in addition to your DMR plan.

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