1.Catches qualification payloads
Integrate Webhooks by Zapier and incoming webhooks to extract job fields like reference, PM, deadline, and totals for WIP entry.
Create and track qualifying jobs in WIP tracker
Automatically catch qualification payloads across Webhooks by Zapier and Google Sheets. Create and update WIP records when qualification notice arrives, job reference is submitted, or new payload receivedβso you can standardize fields, update project status, and track WIP progress without manual triage.
How this automation accelerates your WIP triage
When qualification payloads arrive, project leads can lose time to inconsistent records and slow assignment. This automation catches submission fields and populates your Project Data sheet and WIP tracker with formatted datesβso you can keep triage moving without chasing updates.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates project rows
Integrate Google Sheets and project spreadsheets to look up by job number and map submission fields into your Project Data sheet.
Google Sheetsor swap with your favorite app
3.Updates Project Data row
Integrate Google Sheets and data mapping tools to update status, totals, manager, deadline, completion, and job type in the matched row.
4.Formats the event date
Integrate Formatter by Zapier and date parsing to format the incoming timestamp into a sheet friendly date string for WIP.
Formatter by Zapieror swap with your favorite app
5.Filters existing WIP rows
Integrate Google Sheets and filtering rules to check for an existing job number and continue only when the WIP row is missing.
6.Creates WIP tracker row
Integrate Google Sheets and task tracking to create a WIP row with job reference, formatted date, and key job metadata.
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Improve project visibility with automated status updates, deadline alerts, and task logging
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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.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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