1.Monitor new form entries
Integrate WPForms and form submission triggers to capture project start and update submissions for status logging.
Create project status row and notify your team
Automatically capture new project update submissions across WPForms, Trello, Google Sheets, and Gmail. Create and update status rows and card context when new project submission arrives, revision updates submit, or a record passes the match checkβso you can keep project work moving without manual status tracking.
How this automation protects your project status visibility
When new form entries arrive, delays can leave project owners acting on outdated context. This automation captures submissions and updates Trello comments and your status sheetβso you can respond fast without chasing updates.
WPFormsor swap with your favorite app
2.Find matching Trello card
Integrate Trello and project board lookups to search for a card that matches the submitted project title.
Trelloor swap with your favorite app
3.Route only qualifying records
Integrate Filter by Zapier and record checks to continue only when Trello lookup returns a match decision.
Filter by Zapieror swap with your favorite app
4.Add comment to the card
Integrate Trello and card context updates to post submission notes and revision directly to the matched card.
5.Add a status row
Integrate Google Sheets and spreadsheet tracking to create a row with date, project title, status, and links.
Google Sheetsor swap with your favorite app
6.Send client email for active work
Integrate Gmail and notification templates to send a client-facing email when the project is in the active working list.
Gmailor swap with your favorite app
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Explore all project tracking automations
Improve project visibility with automated status updates, deadline alerts, and task logging
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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