1.Detects entry updates
Integrate Cognito Forms to continue only qualifying entries and map submission fields to investigation intake data.
Create investigation task and notify the assigned investigator
Automatically watch Cognito Forms entry updates across Cognito Forms and incident response tools. Automatically create a tracked investigation, assign an investigator, and notify themβso you can cut manual triage and speed up response.
How this automation accelerates incident investigations
When form entries update without a consistent intake trail, investigations stall and delays compound. This automation captures qualifying requests, creates investigation records, assigns investigators, and alerts assigneesβso your team can respond faster.
Cognito Formsor swap with your favorite app
2.Looks up investigator by email
Integrate Google Sheets to find matching reporter or investigator records and return assignment details.
Google Sheetsor swap with your favorite app
3.Generates case reference code
Integrate Formatter by Zapier to generate a unique case reference and map it to the investigation case code.
Formatter by Zapieror swap with your favorite app
4.Creates investigation entry
Integrate Cognito Forms to create a new investigation with Open status, assignment fields, and the generated case code.
5.Emails assigned investigator
Integrate Gmail to send the investigator an email with the case code and the review link placeholder.
Gmailor swap with your favorite app
6.DMs investigator and escalation channel
Integrate Slack to find the user by email and send a direct message with the case code and review link.
Slackor swap with your favorite app
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Accelerate incident response with automated alert routing, severity tagging, and owner assignment
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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