1.Catches change of status form submission
Integrate Webhooks by Zapier and automation tools to extract submission ID, approver response, comments, and submission timestamp to capture approval inputs.
Update change-of-status record after second approver submission in CRM
Automatically monitor change of status form submissions across Webhooks by Zapier and Salesforce. Update approval records when approver responses arrive, parse comments and timestamps, and save the right status without manual follow-up.
How this automation updates your change of status records
When change of status submissions come in without mapping them to the right CRM entry, approval data gets delayed or misfiled. This automation captures the submission details, finds the matching Salesforce record, and updates second approver fieldsβso your team can keep approval chains accurate.
Webhooks by Zapieror swap with your favorite app
2.Finds matching change of status record
Integrate Salesforce and CRM lookup workflows to locate the Change of Status record by mapping the submission ID to update approval details.
Salesforceor swap with your favorite app
3.Branches on approver response
Integrate Paths by Zapier and decision rules to route Approved or Declined updates based on the approver response value.
Paths by Zapieror swap with your favorite app
4.Updates record with second approver fields
Integrate Salesforce and CRM record updates to write approval status, approver comments, and the second-approver date on the matched record.
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