1.Capture new submission fields
Integrate Wufoo and form submission tools to capture the new entry and map requester and office fields to approval context.
Send broker approval request and create IT ticket
Automatically capture new entries from Wufoo across forms and email workflows. Send broker approval requests and notify IT when broker contact and office matching completesβso you can request approvals, pass context, and reduce manual follow-up.
How this automation speeds up broker approval handoffs
When new Wufoo submissions arrive, delays can stall provisioning and create back and forth for approvals. This automation captures the request, looks up the right broker contacts and emails an approval request plus an IT notificationβso your team advances faster.
Wufooor swap with your favorite app
2.Lookup broker by office abbreviation
Integrate Google Sheets and directory worksheet tools to search by office abbreviation and return broker email for approval.
Google Sheetsor swap with your favorite app
3.Send broker approval request
Integrate Gmail and email templates to send the broker approval request with mapped context and the approval form link.
Gmailor swap with your favorite app
4.Email internal IT notification
Integrate Gmail and email routing tools to notify IT to await broker approval before provisioning continues.
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Speed up approval decisions with automated request routing, approval reminders, and status 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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