1.Captures new completed form
Integrate DataScope Forms and form storage to read submission metadata and capture the PDF URL.
Assign certificate tasks from safety forms to field teams
Automatically monitor new completed form submissions across DataScope Forms and routing logic in Paths by Zapier. Automatically create certificate task instructions and assign follow-up when certificate checkbox groups match, PDF submissions arrive, or submissions include a certificate codeβso you can generate tasks, set due dates, and attach form links without manual follow-up.
How this automation assigns certificate tasks to field teams
When a new completed form submission includes certificate selections, delays can leave field teams waiting and risks unaddressed. This automation processes the submission, routes by certificate type, and assigns follow-up tasks with mapped instructionsβso your team can act on every certificate.
DataScope Formsor swap with your favorite app
2.Routes by certificate checkbox groups
Integrate Paths by Zapier and form routing rules to evaluate certificate groups and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
3.Builds compact task instruction
Integrate Formatter by Zapier and mapping tools to build task instructions from source fields and include the form URL.
Formatter by Zapieror swap with your favorite app
4.Assigns task with SLA due date
Integrate DataScope Forms and task assignment workflows to assign tasks, tag by form code, attach notes, and set due dates.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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