1.Detects new form submission
Reads each new advisor approval form submission to capture the approver, campaign month, and approval decision.
Update campaign approval task from advisor form submissions
Automatically process new advisor approval form submissions across Formstack, Formatter by Zapier, Asana, and HubSpot. Create and update when approval selection submitted, change request indicated, or approver email matchesβso you can update approval tasks, create change subtasks, and mark contact status without manual paperwork.
How this automation accelerates your approval follow-up
When new advisor approval form submissions arrive, approvals can stall and teams may miss the latest decisions. This automation formats submission details, finds and updates the right Asana tasks, creates change-request subtasks, and updates HubSpot approval statusβso your team can keep campaigns moving.
Formstackor swap with your favorite app
2.Formats date and resolves manager email
Converts the submission timestamp into a readable date and looks up the account manager email from the advisor field.
Formatter by Zapieror swap with your favorite app
3.Finds approval task in project
Searches the configured approval project for the task that matches the advisor full name plus campaign month and selects the most recent result.
Asanaor swap with your favorite app
4.Updates the approval task
Updates the approval custom field, writes explanation or notes to task notes, sets submission date in the appropriate notes or due date field, and applies the configured approval status.
5.Creates change-request subtask
When changes are requested, creates a subtask with the change request name, sets due date using the formatted date plus SLA, assigns it to the production owner, and saves requester notes.
6.Finds and updates approver contact
Finds the contact by approver email and sets the current month approval status property based on the submitted decision.
HubSpotor swap with your favorite app
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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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