1.Detect entry updated
Integrate Cognito Forms and form routing tools to watch for submitted entry updates and route downstream processing.
Create review files and task items for suppliers
Automatically detect Cognito Forms entry updates and format supplier review inputs across Cognito Forms and Microsoft SharePoint. Send goal actions and create Asana tasks when status is submitted, locations match, or goals appearβso you can store files and assign next steps without manual routing.
How this automation creates supplier task items
When entries update with submitted supplier goals, coordinators face delays in finding the right files and starting work. This automation formats entry fields, uploads review files to Microsoft SharePoint, finds or creates Asana projects, and sends goal actions to create tasksβso your team can act immediately.
Cognito Formsor swap with your favorite app
2.Format and clean entry fields
Integrate Formatter by Zapier and data transformation tools to format the date and sanitize supplier names before storage.
Formatter by Zapieror swap with your favorite app
3.Upload review and timesheet files
Integrate Microsoft SharePoint and file storage tools to upload review and timesheet PDFs and preserve submitted documents.
Microsoft SharePointor swap with your favorite app
4.Find or create project
Integrate Asana and project tracking tools to match supplier names to projects and return the project id for tasks.
Asanaor swap with your favorite app
5.Create tasks from non-empty goals
Integrate Webhooks by Zapier and task creation tools to post goal and action payloads to create tasks in Asana projects.
Webhooks by Zapieror swap with your favorite app
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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Step 1
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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.
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