1.Detects new project handover record
Integrate Zapier Tables and worksheet databases to receive new handover records and route the assignment flow.
Send project handover email to multiple practice approvers
Automatically monitor new project handover records across Zapier Tables. Instantly send HTML handover emails when handover records are added, PO dates are updated, or practices need assignmentβso you can route approvals, format assignment details, and notify approvers without manual email routing.
How this automation accelerates practice handover approvals
When a new project handover record lands in your worksheet, delayed outreach can slow team assignment and confuse approvers. This automation monitors handover records, looks up approver emails and formats email fieldsβso your team can assign work immediately.
Zapier Tablesor swap with your favorite app
2.Filters qualifying handovers for assignment
Integrate Filter by Zapier and workflow criteria tools to continue only when the handover needs assignment.
Filter by Zapieror swap with your favorite app
3.Finds approver emails by practice
Integrate Zapier Tables and lookup tools to find primary and secondary approver emails from the practice label.
4.Formats dates and practice list
Integrate Formatter by Zapier and data formatting tools to format the PO date and build a readable practices line.
Formatter by Zapieror swap with your favorite app
5.Sends HTML handover email to approvers
Integrate Microsoft Outlook and email templates to send an HTML handover email with To, CC, and an assignment CTA link.
Microsoft Outlookor swap with your favorite app
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Step 1
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Define the trigger
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