1.Captures new quarterly entry
Integrate Cognito Forms and data collection forms to capture submission metadata and participant table rows into your workflow.
Add equity participant rows from quarterly form submissions
Automatically detect new quarterly form submissions in Cognito Forms with equity-seeking participants across Zapier and Airtable. Create and update when equity participation flag is set, participant rows appear, or reporting period changes—so you can create records, map fields, and avoid manual data cleanup.
How this automation builds program reporting records
When new entries arrive in Cognito Forms, delayed processing can leave equity participant data out of sync with reporting needs. This automation waits briefly, filters qualifying submissions, loops participant table rows, and creates Airtable records—so your team can generate clean program reporting inputs.
Cognito Formsor swap with your favorite app
2.Pauses for 5 minutes
Integrate Delay by Zapier and workflow orchestration tools to pause briefly so concurrent edits can complete.
Delay by Zapieror swap with your favorite app
3.Continues only for equity entries
Integrate Filter by Zapier and data rules to continue only when the equity participation flag is set.
Filter by Zapieror swap with your favorite app
4.Loops through participant table rows
Integrate Looping by Zapier and field mapping tools to iterate nested participant rows and map them to record fields.
Looping by Zapieror swap with your favorite app
5.Creates reporting table record
Integrate Airtable and database tools to create a record in your reporting table and map looped values into columns.
Airtableor swap with your favorite app
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Step 1
Connect your tools
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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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