1.Monitors updated column value
Integrate monday.com and file columns to fetch the changed item and pull project details and attachment URLs.
Send permit review packet to agency and update status
Automatically monitor updated column value on configured board and column across monday.com, Zapier, Zapier Tables, and Gmail. Create and update when status flips to launch marker, files attach, or the board item updatesβso you can email reviewers, record packet details, and advance project stage without manual follow-up.
How this automation protects your permit review timeline
When the configured board column value updates, delays can stall approvals and create rework. This automation fetches the permit packet files, sends review emails, and updates project statusβso your team can maintain momentum.
monday.comor swap with your favorite app
2.Filters qualifying permit packets
Integrate Filter by Zapier and conditional logic to proceed only when launch status matches and attachments exist.
Filter by Zapieror swap with your favorite app
3.Finds point-person contact
Integrate Zapier Tables and directory data to match the assigned point person and return sender email and display name.
Zapier Tablesor swap with your favorite app
4.Sends packet to municipal reviewers
Integrate Gmail and email templates to send review emails with checklist text and attachments from file URLs.
Gmailor swap with your favorite app
5.Updates project status stage
Integrate monday.com and workflow tracking to update status fields and record that the packet was sent.
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Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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