1.Detect updated proposal record
Integrate Zengine to watch for updated proposal records and route qualifying intake moves.
Create mid-year report and set due date from proposal
Automatically monitor proposal updates across Zengine and set mid-year report due dates from your Project intake workflow. Create and update mid-year reports when proposals enter the intake folderβso you can prefill key fields, calculate due dates, and save record changes without manual reporting.
How this automation sets mid-year report due dates
When proposal updates are delayed or missed, mid-year timelines slip and reporting deadlines become hard to manage. This automation watches Zengine updates and then filters intake records, calculates due dates, and creates or updates mid-year report recordsβso your team can keep schedules on track.
Zengineor swap with your favorite app
2.Continue only for qualifying records
Integrate Filter by Zapier and intake folder checks to continue only when proposals meet mid-year criteria.
Filter by Zapieror swap with your favorite app
3.Add three weeks to proposal date
Integrate Formatter by Zapier and date tools to calculate a due date from the proposal modified date.
Formatter by Zapieror swap with your favorite app
4.Update proposal due date
Integrate Zengine and CRM record updates to map the calculated due date into the proposal due date field.
5.Find profile contact details
Integrate Zengine and profile lookups to retrieve contact emails and exec contact for mapping.
6.Find or create mid-year report
Integrate Zengine and report records to match by proposal ID and create or update the mid-year report.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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
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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