1.Catch lead webhook payload
Receives the incoming lead payload, extracts submission type and submission reference, and maps the reference to the incoming item identifier.
Update lead stage and flag applicants for screening
Automatically process incoming lead payloads across Webhooks by Zapier, Paths by Zapier, and monday.com. Branch registration or contact submissions and update lead stages and screening flags when webhook receipts arrive, submission types match, or references mapβso you can prioritize screening, keep stages accurate, and avoid manual lead staging.
How this automation updates your screening queue
When lead payload webhooks arrive without consistent staging, applicants can miss timely screening and intake teams fall behind. This automation routes by submission type and updates monday.com lead stages and screening flagsβso your team can screen faster with a prioritized queue.
Webhooks by Zapieror swap with your favorite app
2.Branch on submission type
Creates the correct path for contact submissions or registration applications and continues only for qualifying records.
Paths by Zapieror swap with your favorite app
3.Change multiple column values
Updates the matching item with stage and source columns and sets the screening flag for registration paths, including a short submission reference note.
monday.comor swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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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