1.Captures new purchase order submission
Integrate Formsite and submission capture tools to route incoming orders to the correct auditor workflow.
Send purchase order email with attachment to auditor
Automatically detect new purchase order submissions across Formsite workflows and procurement apps. Send templated purchase order emails with Drive attachments when auditor matching completes or files are uploaded or references are normalizedβso you can route procurement requests, archive purchase orders, and notify auditors without manual reporting.
How this automation delivers purchase order emails
When new purchase order submissions arrive, delays can block procurement decisions and auditor follow-through. This automation looks up the right auditor, stores the attached file, and sends the emailβso you can act on orders immediately.
Formsiteor swap with your favorite app
2.Looks up the matching auditor
Integrate Google Sheets and data lookup tools to return the auditor email and contact info.
Google Sheetsor swap with your favorite app
3.Extracts the file extension
Integrate Code by Zapier and automation scripting to normalize the file extension for consistent naming.
Code by Zapieror swap with your favorite app
4.Uploads the purchase order file
Integrate Google Drive and file storage tools to upload the submission file into the Purchase Orders folder.
Google Driveor swap with your favorite app
5.Finds the uploaded file
Integrate Google Drive and folder search tools to retrieve the stable file object for attachment.
6.Sends the auditor email with attachment
Integrate Microsoft Outlook and email delivery tools to send the templated message with the Drive file attached.
Microsoft Outlookor swap with your favorite app
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Accelerate purchasing workflows with automated request routing, approval tracking, and document handoffs
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Step 1
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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.
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