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Create IT security triage tasks from procurement requests

Automatically monitor new procurement and security form submissions across Typeform, Formatter by Zapier, Code by Zapier, Jira Software Server, and Slack. Create and update triage tasks when risk tier submits, procurement category selects, or files attachβ€”so you can prioritize incidents, assign ownership, and notify security without manual triage paperwork.

How this automation accelerates your incident triage

When procurement and security submissions arrive but triage work is handled manually, delays can stall assessments and slow response. This automation captures form data, transforms it into priority and category fields, and creates Jira issues and Slack alertsβ€”so your team can assess faster.

  1. 1.Captures the new submission

    Integrate Typeform and workflow capture forms to map the request title and submission details into an issue summary and description.

    Typeformor swap with your favorite app
  2. 2.Transforms fields for triage

    Integrate Formatter by Zapier and data transformation tools to convert risk score into a priority tier and map product type into procurement category.

    Formatter by Zapieror swap with your favorite app
  3. 3.Normalizes selections and IDs

    Integrate Code by Zapier and list parsing tools to clean multi-value selections into ID lists for issue custom fields.

    Code by Zapieror swap with your favorite app
  4. 4.Creates the Jira triage issue

    Integrate Jira Software Server and IT issue tracking to create the issue with priority and category fields, and attach files when present.

    Jira Software Serveror swap with your favorite app
  5. 5.Sends a private security alert

    Integrate Slack and notification channels to post the issue key or summary, risk tier, requester context, and a link to the task.

    Slackor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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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.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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