Sync your Notarize documents with your CRM instantly
Swiftask automates the transfer of your notarized documents to your CRM. No more manual entry, a database updated in real-time.
Result:
Secure your client data and free your administrative teams from repetitive tasks.
AI Agents
notarize
Connector notarize · Secure OAuth 2.0
Manual data entry for notarized documents slows down your growth
Processing notarized documents is often a siloed task. Once signed, a team member must download the file and manually upload it to the CRM. This process is slow, prone to human error, and disconnected from your sales cycle.
Main negative impacts:
Frequent entry errors
Manual handling of documents leads to filing mistakes or linking files to the wrong client account.
Administrative delays
Time spent manually archiving slows down record updates and halts commercial progress.
Fragmented data
Without synchronization, your CRM does not reflect the real status of your clients' legal documents.
Swiftask builds an intelligent bridge between Notarize and your CRM. As soon as a notarization is finalized, the document and its metadata are automatically pushed to the corresponding client file.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A notary validates a document. You wait for the confirmation email, download the file, open your CRM, search for the client, upload the document, and manually input dates. If you manage dozens of files, this work becomes a major bottleneck.
With Swiftask + Notarize
Upon closing a Notarize session, Swiftask detects the event, retrieves the document, and injects it directly into your CRM. Your sales team receives a notification: the file is complete and ready for the next step.
Setting up your Notarize synchronization in 4 steps
1
STEP 1 : Define your Swiftask agent
Create an agent dedicated to legal document management in Swiftask without writing a single line of code.
2
STEP 2 : Connect your platforms
Link your Notarize account and your CRM (Salesforce, HubSpot, etc.) to Swiftask via secure connectors.
3
STEP 3 : Configure transfer rules
Determine which documents should be synced and in which specific CRM fields they should appear.
4
STEP 4 : Launch automation
Activate the workflow. Swiftask monitors Notarize and syncs every new document instantly.
Intelligent synchronization power
The agent analyzes document types, existing signatures, and signer information to ensure a perfect match within the CRM.
- Target connector: The agent performs the right actions in notarize based on event context.
- Automated actions: Automatic notarized PDF transfer. Update status fields in CRM. Trigger follow-up tasks for sales reps. Structured archiving by client account.
- Native governance: Swiftask ensures the compliance and security of all transfers, with a complete audit log for every processed document.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-notarize@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Gain operational efficiency
Zero manual entry
Eliminate copy-paste tasks. Your teams focus on building client relationships.
Data integrity
Documents are always associated with the correct client file in your CRM.
Commercial reactivity
As soon as a document is notarized, your teams are notified and can act immediately.
Simplified compliance
Keep an automated trail of all notarized documents without extra effort.
Scalability
Manage 10 or 1000 notarized documents with the same ease thanks to Swiftask automation.
Enterprise-grade security for your legal documents
Swiftask applies enterprise-grade security standards for your notarize automations.
- Data encryption: Your documents are processed using encryption protocols compliant with banking standards.
- Full traceability: Every transfer is logged in an audit trail accessible within Swiftask.
- Restricted access: You control exactly who can configure or view document automation workflows.
- Notarial compliance: Swiftask adheres to confidentiality requirements related to notarized documents.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your productivity
| Metric | Before | After |
|---|---|---|
| Document processing time | 10-15 minutes (manual) | Instant (automated) |
| Entry error rate | High | Near 0% |
| CRM visibility | Update delay | Real-time |
| Administrative productivity | Limited by repetitive tasks | Maximized by automation |
Take action with notarize
Secure your client data and free your administrative teams from repetitive tasks.