1.Receives new or updated checklist
Integrate Mela Works to detect new or updated checklist events for permit tracking.
Create permit record from updated site safety checklist
Automatically monitor new or updated permit checklists across Mela Works, Code by Zapier, Formatter by Zapier, Zapier Tables, and Delay by Zapier. Create and update when signature counts are nonstandard, checklists get updated, or permit references extractβso you can create permit records, format dates, and schedule follow-up without manual paperwork.
How this automation creates visible permit records
When Mela Works receives a new or updated checklist, delays can hide permit progress until coordinators review everything manually. This automation filters qualifying checklists, formats the permit dates and references, and creates permit register records and follow-up checklist itemsβso your team can see what needs attention.
Mela Worksor swap with your favorite app
2.Filters for qualifying permit checklists
Integrate Filter by Zapier to continue only for the configured permit checklist and when signature data exists.
Filter by Zapieror swap with your favorite app
3.Counts signatures and extracts permit reference
Integrate Code by Zapier and signature counting logic to calculate signature count and extract permit reference.
Code by Zapieror swap with your favorite app
4.Formats start and end dates
Integrate Formatter by Zapier to convert raw dates into formatted start and end dates for the record.
Formatter by Zapieror swap with your favorite app
5.Creates permit register record
Integrate Zapier Tables to create a permit register entry with status set to Open.
Zapier Tablesor swap with your favorite app
6.Delays then adds follow-up checklist item
Integrate Delay by Zapier and Mela Works to optionally wait, then create a follow-up checklist item for owner review.
Delay by Zapieror swap with your favorite app
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Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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