1.Detects budget review updates
Integrate Zengine to capture the budget review record ID and linked application reference for downstream updates.
Move reviewed grant applications to proper review folder
Automatically monitor updated budget review records in Zengine and their linked applications across Zengine. Create and update when budget reviews reach the configured completed stage and a funding decision is setβso you can route applications to the right review folder, update their stage, and keep reviews consistent without manual record routing.
How this automation routes reviewed grants to the right review folder
When an updated budget review record reaches the configured completed stage without an automated move, applications can land in the wrong queue and stall review. This automation finds the linked application, filters qualifying decisions, and updates the application record folderβso your team stays organized and fast.
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2.Finds the linked application
Integrate Zengine and application form records to look up the application by reference ID and continue only when found.
3.Filters completed and decided reviews
Integrate Filter by Zapier to continue only when the budget review is in the configured completed folder and a funding decision exists.
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4.Routes folder based on decision
Integrate Paths by Zapier and Zengine to branch on funding decision and update the application folder for each outcome.
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