1.Captures new assistance entry
Integrate Cognito Forms and form data extraction tools to capture submission fields, including assistance type, description, and attachments.
Create triage tasks from in-app assistance form submissions
Automatically capture assistance requests across Cognito Forms and route triage tasks with Vitally, Google Sheets, and Asana. Create and assign tasks when new entries include assistance type, details, or attachmentsβso you can prioritize work, attach context, and avoid manual copy-paste reporting.
How this automation creates routed triage tasks
When assistance submissions arrive, delays can stall responses and cause owners to miss urgent context. This automation captures form fields, finds customer context, looks up the assignee, and creates Asana triage tasksβso your team can act fast.
Cognito Formsor swap with your favorite app
2.Finds customer by identifier
Integrate Vitally and customer lookup tools to find customer context by the mapped client identifier and continue when missing.
Vitallyor swap with your favorite app
3.Looks up owner assignee mapping
Integrate Google Sheets and worksheet mapping tools to resolve owner email to a workspace user or fallback lookup key.
Google Sheetsor swap with your favorite app
4.Creates and assigns triage task
Integrate Asana and task routing tools to create a triage task with notes, links, attachments, and project or section routing.
Asanaor 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
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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