1.Catch Hook for submission payload
Integrate Webhooks by Zapier and data mapping tools to receive the submission payload and extract IDs and source fields.
Create approval card from document submission for review
Automatically catch document submission payloads across Webhooks by Zapier and Airtable and Trello. Create and update approval cards when submission received or revision submitted or record linkedβso you can update statuses, attach source files, and notify reviewers without manual triage.
How this automation creates approval cards
When submissions arrive without structure, review tasks get delayed and reviewers lack context. This automation captures the submission payload, finds the source record, creates or updates a Trello card with attachments, and alerts reviewers.
Webhooks by Zapieror swap with your favorite app
2.Find record by record ID
Integrate Airtable and record lookup workflows to search by record ID and pull metadata for the approval card.
Airtableor swap with your favorite app
3.Find or create approval card
Integrate Trello and project boards to find or create the approval card, then move it to the approval list.
Trelloor swap with your favorite app
4.Add attachment and review comment
Integrate Trello and file links to attach the source file and add a revision comment for review context.
5.Update record with card link
Integrate Airtable and task tracking to update the source record with approval status and the Trello card link.
6.Notify review channel in Slack
Integrate Slack and messaging channels to post a review alert with title, revision, author, and the card short link.
Slackor swap with your favorite app
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Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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