1.Captures form submission fields
Integrate Zapier Forms, onboarding forms, and mapping rules to capture the submission and map client reference, date, and contract amount.
Update dashboard metrics from new client onboarding form submissions
Automatically monitor form submissions across Zapier Forms and update reporting across Google Sheets. Create and update when onboarding submissions are receivedβso you can refresh dashboard metrics, increment totals, and keep the mobile widget current without manual reporting.
How this automation protects your dashboard metrics
When onboarding submissions arrive without updates, counts and totals drift and stakeholders see stale numbers. This automation captures submissions, looks up reporting rows, updates database records and reporting sheets, and refreshes the mobile widget so your team can trust live dashboard metrics.
Zapier Formsor swap with your favorite app
2.Looks up worksheet row ID
Integrate Google Sheets and reporting sheets to lookup the reporting worksheet and return any matching row ID for the submission.
Google Sheetsor swap with your favorite app
3.Finds matching client record
Integrate Zapier Tables and database records to search for the client reference and read existing counts and totals.
Zapier Tablesor swap with your favorite app
4.Formats dates and computes totals
Integrate Formatter by Zapier and math transforms to format the submission date and compute incremented counts and summed contract amounts.
Formatter by Zapieror swap with your favorite app
5.Updates records and refreshes widget
Integrate Zapier Tables, Google Sheets, and Pushcut to update table and sheet totals and send a widget payload to refresh stakeholders.
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Step 1
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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