1.Capture new submission data
Integrate Formstack and submission forms to extract investigation fields and route intake details to ClickUp task creation.
Create investigation tasks and notify assigned owners immediately
Automatically capture new investigation submissions across Formstack and ClickUp. Send email alerts when submissions meet assignee rules or route via fallback, so you can create tasks, notify owners, and start work without manual routing and follow-up.
How this automation accelerates investigation follow-through
When new Formstack submissions arrive, investigation work can stall and owners lose context. This automation captures submission details, filters for the right assignee, creates ClickUp tasks, and sends Gmail emailsβso your team can start work immediately.
Formstackor swap with your favorite app
2.Evaluate recipient match
Integrate Filter by Zapier and conditional logic to check recipient name qualify rules and continue to the correct assignee path.
Filter by Zapieror swap with your favorite app
3.Create investigation task
Integrate ClickUp and task management to create tasks, set start dates, and assign the configured owner for investigation work.
ClickUpor swap with your favorite app
4.Send owner notification email
Integrate Gmail and email delivery to send the outcome summary and task link to the captured recipient email address.
Gmailor swap with your favorite app
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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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