1.Catches updated award notice
Integrate Zengine, form data, and submission records to catch updated award notice details.
Update active grant records from award notice updates
Automatically monitor updated award notice records across Zengine and Airtable. Create and update when award notice edited, project identifier changes, or document URLs updatedβso you can update grant fields, normalize term dates, and notify coordinators without manual reporting.
How this automation keeps grant records current
When award notice records change, grant tables quickly drift and teams lose time verifying the latest details. This automation catches updates in Zengine, finds and updates Airtable grant records, and emails coordinatorsβso your team stays aligned on award facts.
Zengineor swap with your favorite app
2.Finds grant by project ID
Integrate Airtable and database lookup tools to find the matching grant row by project ID.
Airtableor swap with your favorite app
3.Formats dates and numbers
Integrate Formatter by Zapier and data normalization tools to format dates and normalize numeric fields.
Formatter by Zapieror swap with your favorite app
4.Updates grant record
Integrate Airtable and record mapping tools to update grant fields and overwrite with the latest values.
5.Notifies coordinators by email
Integrate Email by Zapier and messaging templates to notify coordinators with the updated project reference and link.
Email by Zapieror swap with your favorite app
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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.
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