1.Captures new timesheet submission
Integrate Cognito Forms and form field mapping to capture the submission and map hours, expenses, and attachment details to workflow variables.
When new timesheet submissions arrive, delays can cause payroll errors and consultant confusion. This automation captures entries, formats and filters them, sends targeted emails, and removes duplicate SMS contactsβso your team can act on time.
Integrate Cognito Forms and form field mapping to capture the submission and map hours, expenses, and attachment details to workflow variables.
Integrate Formatter by Zapier and time rounding tools to apply defaults, round hours, format dates, and map formatted fields forward.
Integrate Filter by Zapier to continue only for qualifying records and evaluate worked, did not work, and missing timesheet type paths.
Integrate Microsoft Outlook and email templates to send targeted messages, include entry review links, and attach PDFs when available.
Integrate Textmagic and contact list tools to search by mobile number and delete from the configured SMS list.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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