1.Monitors new inventory requisition
Integrate GoCanvas and mobile form tools to capture new inventory requisition submissions and centralize request payloads.
Add inventory requisition rows from mobile field forms
Automatically capture new inventory requisition submissions across GoCanvas, Formatter by Zapier, Smartsheet, and Email by Zapier. Create requisition rows and notify procurement when inventory request submissions arrive, form responses get received, or submission details get updatedβso you can start material picks and reduce manual entry.
How this automation speeds up material readiness
When new inventory requisition submissions appear, delays can stall material picks and disrupt site execution. This automation captures mobile request details, normalizes quantities, updates Smartsheet, and emails procurementβso your team can act immediately.
GoCanvasor swap with your favorite app
2.Normalizes quantities and identifiers
Integrate Formatter by Zapier and data cleanup tools to convert unit text and trim identifiers to standard fields.
Formatter by Zapieror swap with your favorite app
3.Adds requisition row to Smartsheet
Integrate Smartsheet and spreadsheet mapping tools to map references and quantities, then add the new row to the worksheet.
Smartsheetor swap with your favorite app
4.Sends procurement notification email
Integrate Email by Zapier and inbox notifications to send a procurement summary and link to the new Smartsheet row.
Email by Zapieror swap with your favorite app
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Explore all purchase requisition automations
Accelerate purchasing requests with automated intake routing, approval tracking, and requisition logging
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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.
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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