1.Monitors updated grant intake records
Integrate Zengine and grant tracking tools to detect updated grant intake records and start the active grant lookup.
Update active grants in your central project hub
Automatically sync updated grant intake records across Zengine and Airtable. Create and update active grants when application fields change, grant status updates, or key dates editsβso you can update fields, create missing project rows, and keep program teams aligned without manual tracking.
How this automation updates your active grants
When an intake record changes but the central hub stays stale, teams miss updates and active grants drift out of sync. This automation watches updated grant records, finds the right project row, and updates or creates Airtable entriesβso your team stays aligned.
Zengineor swap with your favorite app
2.Finds active grant by project ID
Integrate Airtable and database lookup tools to search the Active Grants table by Project ID and confirm a qualifying match.
Airtableor swap with your favorite app
3.Updates the matching active grant
Integrate Airtable and data mapping tools to map grant fields to the project row and update the found record.
4.Creates an active grant when missing
Integrate Airtable and record creation tools to create a new project row when no matching record is found.
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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.
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