1.Monitors new form submissions
Integrate Gravity Forms, form submission tools, and data capture systems to pull submission payloads into your review process.
Create compliance tasks from form entries for review
Automatically capture new form submissions across Gravity Forms and Formatter by Zapier. Create and format compliance tasks in Asana when verification entries come in, when identity markers are added, or when submissions are receivedβso you can triage every review item and avoid manual entry and follow-up.
How this automation accelerates your compliance triage
When new verification entries arrive, delays can stall review queues and increase rework. This automation pulls form submissions and formats sensitive data and creates Asana tasksβso your team can triage compliance items quickly.
Gravity Formsor swap with your favorite app
2.Formats sensitive fragments
Integrate Formatter by Zapier, data formatting tools, and normalization services to mask sensitive fragments and normalize dates and phone numbers.
Formatter by Zapieror swap with your favorite app
3.Creates Asana compliance tasks
Integrate Asana, task management, and review workflows to create task records from submission fields and route them to your compliance owner.
Asanaor swap with your favorite app
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Reduce compliance delays with automated task routing, deadline alerts, and status updates
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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