1.Catches budget change requests
Integrate Webhooks by Zapier and webhook routing tools to capture submitted budget change requests into the automation.
Send approval emails and update master budget sheet
Automatically capture budget change requests across Webhooks by Zapier and Microsoft Excel. Send approval emails and update the master budget sheet when submission IDs match, decisions come through, or approvals status changesβso you can calculate impact, update totals, and brief approvers without manual spreadsheet updates.
How this automation accelerates budget approvals
When budget change requests land in a queue, delays can block spend and create confusion across approvals. This automation captures webhook submissions, finds the matching row, calculates impact, updates the master budget sheet, and emails approversβso your team can approve faster.
Webhooks by Zapieror swap with your favorite app
2.Finds the matching submission row
Integrate Microsoft Excel and spreadsheet lookup tools to Find Row by submission ID and return the matching worksheet row.
Microsoft Excelor swap with your favorite app
3.Filters approved or rejected paths
Integrate Filter by Zapier to branch on the webhook decision and continue only for qualifying request paths.
Filter by Zapieror swap with your favorite app
4.Calculates budget impact with code
Integrate Code by Zapier and reporting tools to Run JavaScript and calculate budget totals, impact values, and an HTML summary.
Code by Zapieror swap with your favorite app
5.Updates master budget row
Integrate Microsoft Excel and spreadsheet update tools to Update Row with totals and the approval status for the found record.
6.Sends approval email with actions
Integrate Microsoft Outlook and email templates to Send Email to the primary approver and CC the campaign owner with action links.
Microsoft Outlookor swap with your favorite app
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Accelerate budget decisions with automated request routing, approval alerts, and record updates
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