1.Captures new form submission
Integrate Gravity Forms and form fields to capture submission data and attachment URLs for triage.
Create triage tasks from portal bug and feature submissions
Automatically monitor new form submissions across Gravity Forms, Formatter by Zapier, Webhooks by Zapier, and Teamwork. Create and update when attachment URLs are received, submitter emails match records, or submission types route correctly—so you can normalize file names, fetch attachments, and create triage tasks without manual triage work.
How this automation accelerates triage task creation
When new portal submissions arrive, manual triage delays can stall bug and feature follow-up. This automation monitors submissions, formats and fetches attachments, then creates and routes tasks in Teamwork—so your team can act fast.
Gravity Formsor swap with your favorite app
2.Normalizes attachment file names
Integrate Formatter by Zapier and data formatting tools to split or normalize incoming attachment paths to clean file names.
Formatter by Zapieror swap with your favorite app
3.Fetches attachment payload
Integrate Webhooks by Zapier and HTTP tools to GET the attachment URL and return a downloadable file object.
Webhooks by Zapieror swap with your favorite app
4.Finds submitter person record
Integrate Teamwork and directory matching tools to search people by submitter email and return a matched person id.
Teamworkor swap with your favorite app
5.Creates and routes triage task
Integrate Teamwork and task management tools to create the bug or feature task, attach the payload, and assign an owner.
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Speed up bug resolution with automated intake routing, issue updates, and priority alerts
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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