1.Monitors new PAF rows
Integrate Zapier Tables to detect new PAF rows and capture submission details for processing.
Send approval emails and update PAF status to approvers
Automatically monitor personnel action form row creation across Zapier Tables. Get instant emails when PAF row created, submission ID created, or form submittedβso you can notify submitters, request approvals, and update PAF status without manual follow-up.
How this automation accelerates your approval workflow
When a new PAF row is created, approvals can stall and approvers miss time-sensitive requests. This automation captures submission details, sends submitter and approver emails, and updates the PAF approval stateβso your team can move faster.
Zapier Tablesor swap with your favorite app
2.Finds submitter record
Integrate Zapier Tables and user tables to find the submitter record and map contact fields for email personalization.
3.Sends submitter transactional email
Integrate Dotdigital and email templates to send a transactional email to the submitter with an amend link placeholder.
Dotdigitalor swap with your favorite app
4.Finds approver record
Integrate Zapier Tables and user tables to look up the approver and continue only for qualifying records.
5.Sends approver approval request
Integrate Dotdigital and notification emails to send approval request emails with a single-click review link placeholder.
6.Updates PAF approval status
Integrate Zapier Tables to update the original PAF row and set the approval-needed state for tracking.
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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.
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