1.Monitors updated proposal records
Integrate Zengine and workflow triggers to detect when a proposal record is updated so you can start the tracker lookup.
Create grant tracker record from proposal status change
Automatically track proposal updates across Zengine and Google Sheets. Create and update when status moves to Submitted or Awarded, or when a tracker row is missing β so you can create tracker records, link related files, and notify the grants team without manual follow-up.
How this automation protects grant tracking
When Zengine updates a record for a proposal, delays can leave tracker records incomplete and files unlinked. This automation creates grant tracker records and updates linked files and sends notificationsβso your team can act on Submitted or Awarded status immediately.
Zengineor swap with your favorite app
2.Looks up proposal in sheet
Integrate Google Sheets and data lookup tools to find the proposal record ID and determine whether a tracker row already exists.
Google Sheetsor swap with your favorite app
3.Creates grant tracker record
Integrate Zengine and form mapping tools to create a Grant Tracker record and link it to the originating proposal ID.
4.Sends grants email notification
Integrate Microsoft Outlook and templated messaging to notify the grants distribution list with the tracker link for Submitted or Awarded.
Microsoft Outlookor swap with your favorite app
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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