DocuSoft SimpleBackups

DocuSoft + SimpleBackups Integrations

Put DocuSoft + SimpleBackups to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DocuSoft and SimpleBackups below — describe the exact one you want above and the Agent builds it on demand.

DocuSoft + SimpleBackups When document updates occur in DocuSoft, trigger an automated backup in SimpleBackups.
Log uploaded cloud files into a central document table When a file is uploaded to SimpleBackups, automatically create a new record in DocuSoft containing the file name and access link. See details
Create cloud storage folders for new project pages Whenever a new project page is created in DocuSoft, automatically set up a corresponding asset folder in SimpleBackups. See details
Append shared file references directly into project docs When a file is shared in SimpleBackups, append its reference link into the relevant working document in DocuSoft. See details

Browse the full workflow library →

Looking to achieve something else with DocuSoft and SimpleBackups?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DocuSoft and SimpleBackups

Everything DocuSoft and SimpleBackups can do inside a workflow — the triggers that start one and the actions that run when it fires.

DocuSoft Explore DocuSoft →

A document management software suite designed to help professional firms store, index, and retrieve digital documents securely.

Actions
AddClient

DocuSoft Add Client is a service that creates new client reference from one practice management zaps into DocuSoft’s logged in user system this will be used for filing any new document against the newly created client in our system from other zaps.

SimpleBackups Explore SimpleBackups →

An automated backup management service that handles cloud storage backups for server databases, storage buckets, and application files.

Triggers
New Backups

Triggers when a new backup is created.

Actions
Pause Backup

Pauses a backup schedule given its ID.

Resume Backup

Resumes a backup schedule given its ID.

Run Backup

Runs a Backup given it's ID.

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FAQ

Common questions about DocuSoft + SimpleBackups

Is there a pre-built DocuSoft + SimpleBackups automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DocuSoft and SimpleBackups's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DocuSoft or SimpleBackups connector?

No. The Agent works whether or not DocuSoft or SimpleBackups already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common Files & Storage + Productivity & Docs automation?

Creating a linked page in DocuSoft when a new file lands in a specific folder in SimpleBackups, with the file embedded or linked automatically.

Does this work in reverse — exporting a doc as a file?

Yes — the Agent can also export a finished doc from DocuSoft into SimpleBackups as a file, keeping both systems in sync either direction.

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