1.Captures new form submission
Integrate Jotform and form intake tools to capture the submission ID and combined item and quantity fields for processing.
Create purchase order line items from form submissions
Automatically monitor Jotform new submission events across form intake and finance staging. Create and update purchase order line records when submissions include item codes or quantities, so you can split item lists, validate catalog matches, and stage PO lines without manual data entry.
How this automation creates accurate staged PO lines
When new submission events arrive with item codes and quantities, manual staging can slow approvals and introduce errors. This automation splits and loops item codes and quantities and creates staged PO line records and posts an optional submission summaryβso your team can review line items faster.
Jotformor swap with your favorite app
2.Splits item codes into a list
Integrate Formatter by Zapier and data parsing tools to split the multi-item code string into an item code list.
Formatter by Zapieror swap with your favorite app
3.Splits quantities into a list
Integrate Formatter by Zapier and data parsing tools to split the multi-quantity string into a parallel quantities list.
4.Loops code and quantity pairs
Integrate Looping by Zapier and workflow iteration tools to loop item codes and quantities together for each staged line.
Looping by Zapieror swap with your favorite app
5.Finds catalog and creates staged line
Integrate Zapier Tables and product catalog tools to find the catalog record and create a staged PO line record.
Zapier Tablesor swap with your favorite app
6.Posts submission and staged summary
Integrate Webhooks by Zapier and intake endpoint tools to POST an optional summary with submission ID and staged record reference.
Webhooks by Zapieror swap with your favorite app
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Explore all purchase order management automations
Accelerate purchase order processing with automated request capture, approval routing, and record updates
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Step 1
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