1.Detect updated record for review
Integrate Zengine and record change tools to capture review updates and expose the linked record reference for downstream steps.
Move approved internal check requests to AP processing queue
Automatically monitor updated review records across Zengine and Zapier. Create AP processing work when submitted folder moves, review references link, or check request matchesβso you can route items, update AP folders, and reduce manual processing.
How this automation routes check requests to AP processing
When a review record moves but AP routing is missed, check requests stall and processing delays compound. This automation captures submitted folder changes, finds the linked check request, and updates it to the AP processing folderβso your team can move requests to processing faster.
Zengineor swap with your favorite app
2.Check submitted folder qualification
Integrate Filter by Zapier and workflow filters to continue only when the review moves into the configured submitted folder.
Filter by Zapieror swap with your favorite app
3.Find matching check request
Integrate Zengine and form lookup workflows to search the Check Request form using the review linked reference.
4.Update check request for AP processing
Integrate Zengine and record update workflows to set the folder field to the configured AP processing destination.
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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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