1.Creates new task from intake form
Integrate ClickUp and task intake form data to detect when a new approval task is created.
Create approval records from form submissions for PMs
Automatically monitor approval task intake in ClickUp and route it across Zapier and data tables for standardized records. Create and update when deadlines, promo codes, and HTML timeline emails are assembledβso you can prevent delays in approval paperwork without manual tracking.
How this automation accelerates your approval records
When approval tasks arrive scattered across inboxes and boards, delays can slow decisions and approvals. This automation formats deadlines and promo identifiers, finds or creates approval records, and sends an HTML timeline emailβso your team can respond faster.
ClickUpor swap with your favorite app
2.Formats due date for deadlines
Integrate Formatter by Zapier and date utilities to format the task due date for deadline calculations.
Formatter by Zapieror swap with your favorite app
3.Normalizes promo code and labels
Integrate Code by Zapier and data transformers to normalize option arrays into readable labels and a promo code text.
Code by Zapieror swap with your favorite app
4.Finds or creates approval record
Integrate Zapier Tables and record lookups to match by project type, division, and segment or create a new record.
Zapier Tablesor swap with your favorite app
5.Updates task with processed flag
Integrate ClickUp and workflow updates to update the originating task with a configured processed flag.
6.Finds the matching template file
Integrate Google Drive and template search to locate the configured template file and return metadata for it.
Google Driveor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Gmail, Filter by Zapier, Formatter by Zapier, NotionSwap with your favorite apps.
Add client proof emails to job pages for quick review
Your proof approval emails arrive in a busy inbox and go untracked, leaving production and billing without the job context for mail runs. They're appended to the job page so teams can review and act same day.
- Apps: Proof, Bitly, HubSpot, Kudosity, Zapier TablesSwap with your favorite apps.
Add proof recipients to approval list and notify
Your proof deliveries often lack recorded recipients and alerts, causing approval delays and production hold-ups. Capture recipients, send a short approval link, and log the engagement same day.
- Apps: Dropbox, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add voucher approvals from cloud files to approvals sheet
Your voucher CSV files sit unprocessed in cloud storage, causing missed approvals and manual entry for membership staff. The tracker stays current so coordinators can process approvals same day.
- Apps: Webhooks by Zapier, Zapier TablesSwap with your favorite apps.
Apply suggested article edits when approval webhook arrives
Your suggested edits arrive approved but require manual updates to article records, delaying publication and creating version confusion. Keep records current so content managers can publish on schedule.
- Apps: Zapier Tables, Filter by Zapier, Sub-Zap by ZapierSwap with your favorite apps.
Approve billing statement and start approval workflow now
Your billing statements await manual approval, stalling invoice finalization. Capture approvals and start post-approval tasks automatically so invoicing proceeds before the next billing run.
- Apps: Zapier Tables, Filter by Zapier, Looping by Zapier, Delay by ZapierSwap with your favorite apps.
Approve related proof records when sheet status completes
Your proof queue stalls when sheet status changes aren't propagated, delaying campaign approvals. It flags and approves linked proof records so production can finish same day.
- Apps: Zapier Tables, Filter by ZapierSwap with your favorite apps.
Approve statements and add governance timestamp to records
Organizational statements often lack a verified approval timestamp after manual review, slowing governance checks. It logs approval status and a timestamp so data stewards have an audit-ready trail same day.
- Apps: Secureframe, Vitally, Filter by ZapierSwap with your favorite apps.
Approve trust center requests and waive document checks
Your trust center requests lack document status or owner, stalling security sign-off and onboarding. Automatically approve or waive low-risk checks so compliance and IT clear requests same day.
- Apps: Dropbox, Formatter by Zapier, Google Sheets, Zapier Tables, Sub-Zap by ZapierSwap with your favorite apps.
Attach new team photos to event records for approvals
Your event photos land in a shared folder without team context or approval status, slowing final delivery. It attaches photos to matching event records and flags them for same-day review.
- Apps: PandaDoc, Google Drive, Google Sheets, ClickUp, SlackSwap with your favorite apps.
Attach signed agreement PDFs and update project records
Your content creator contracts sit unlinked to project tasks and tracking sheets, delaying handoffs and creator onboarding. Signed PDFs are attached and records updated so teams can proceed same day.
- Apps: Airtable, Delay by Zapier, Sub-Zap by ZapierSwap with your favorite apps.
Create and attach approval PDFs to approved requests
Your approved requests lack finalized paperwork, delaying legal signoff and finance handoff. Produce and attach formatted approval documents so contract managers can act same day.
- Apps: Sub-Zap by Zapier, Gamma, Zapier Functions, Human in the Loop, Google Drive, SalesforceSwap with your favorite apps.
Create and attach mediation presentation to opportunity record
Your mediation requests arrive as CSVs with no linked Opportunity, forcing manual file prep and losing client context. It creates and attaches a review-ready presentation so teams can respond same day.
- View all
Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.