1.Monitors new recommendation submissions
Integrate Zengine and form submission tools to trigger on each new recommendation submission and centralize matching references.
Move complete grant applications into program review queue
Automatically monitor new recommendation submissions across Zengine and advance complete grant applications to the program review queue. Create and update when applications match the submission reference and are marked completeβso you can reduce review delays and avoid manual status updates.
How this automation advances complete applications to review
When new recommendations arrive but reviewers do not get complete packages quickly, review delays can stall decisions. This automation finds the matching application, filters for completeness, and updates the record to move it into the program review stageβso your team can review faster.
Zengineor swap with your favorite app
2.Searches matching application record
Integrate Zengine and search tools to look up the applications workspace and map the application ID for updates.
3.Checks completion and requirements
Integrate Zapier filters and data validation to continue only when records are marked complete and required entries exist.
Filter by Zapieror swap with your favorite app
4.Updates application to review stage
Integrate Zengine and record update tools to move the matched application into the configured program review stage.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Airtable, Formatter by ZapierSwap with your favorite apps.
Assign a reviewer and update the grant record
Your grant submissions often lack an assigned reviewer, making triage slow and scheduling unclear. Assigned reviewer contact is added to the grant record so you can triage and schedule reviews same day.
- Apps: Airtable, Formatter by ZapierSwap with your favorite apps.
Assign a reviewer to new grant summary records
Your grant summaries often arrive without a reviewer, forcing coordinators to triage assignments and delaying evaluations. It assigns a reviewer automatically so reviews can start same day.
- Apps: Schedule by Zapier, Zapier Tables, Code by Zapier, Filter by Zapier, Looping by ZapierSwap with your favorite apps.
Create archive records for closed grant cases automatically
Your closed grant records stay in the active table, cluttering support queues and slowing audits. It moves them to an archive table weekly for fast retrieval and a cleaner active list.
- Apps: Gravity Forms, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create automated application log rows from form submissions
Your grant application form responses sit in the inbox, making intake tracking slow and causing missed follow-ups. They are added to a central spreadsheet for prioritization and same-day review.
- Apps: RSS by Zapier, Formatter by Zapier, Circle, SlackSwap with your favorite apps.
Create community posts from new grant feed items
Your grant RSS feed isn't visible to community members, so coordinators miss time-sensitive funding opportunities. This posts each listing to the community and alerts coordinators within minutes.
- Apps: Webhooks by Zapier, Filter by ZapierSwap with your favorite apps.
Create external grant intake record from incoming webhooks
Your intake records arrive without an external index, causing tracking gaps and delayed reviewer action. Get external intake entries created automatically so reviewers see submissions same day.
- Apps: Sub-Zap by Zapier, Webhooks by Zapier, Formatter by Zapier, Google Sheets, SlackSwap with your favorite apps.
Create funder report rows in spreadsheet for grants team
Your funder search results are scattered, causing extra manual collation for grant prospect lists. It centralizes results into a report sheet so program coordinators can act same day.
- Apps: Zoho CRM, Filter by Zapier, Google SheetsSwap with your favorite apps.
Create grant application rows in shared tracking sheet
Your grant application updates in CRM don't surface for support, causing missed status checks and delays. You get rows added to a shared worksheet for coordinator review, enabling same-day follow-up.
- Apps: Airtable, TodoistSwap with your favorite apps.
Create grant deadline tasks for program and grants staff
Your tracked grant deadlines change without owners, leaving filings unprepared and schedules unclear. Assigned tasks alert program and grants staff so work begins same day before deadlines.
- Apps: HubSpot, Filter by Zapier, Google Sheets, ChatGPT (OpenAI)Swap with your favorite apps.
Create grant-hit record and summarize top grant matches
Your disqualified deals lack funding context, so grant fits go unnoticed and outreach is delayed. AI-curated grant matches are logged for review, letting managers act same day.
- Apps: Submittable, Formatter by Zapier, SalesforceSwap with your favorite apps.
Create grant intake records from program form responses
Grant form responses arrive untracked, leaving proposals without linked organization or contact. Create structured grant intake records linked to organizations so coordinators can triage same day.
- Apps: Close, Google Drive, Google Sheets, SlackSwap with your favorite apps.
Create grant opportunity and prepare state submission folder
Your grant-start activities without tracked opportunities stall state prep and hide required budgets. Create opportunities, folders, and sheets so teams can assemble packets same day.
- View all
Explore all grant tracking automations
Improve grant visibility with automated status updates, deadline alerts, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.