1.Monitors signed web form completion
Integrate Adobe Acrobat Sign and document capture tools to receive the completed agreement and form fields and capture the signed PDF.
Create funding requests and internships from signed grants
Automatically monitor signed web form completions across Adobe Acrobat Sign and Salesforce. Create and update when agreements complete, form data arrives, or submission IDs mapβso you can create funding request records, attach executed agreements, and generate internship records without manual data entry.
How this automation creates funding requests and internship intake records
When signed grant agreements complete, delayed updates can stall program intake and cause duplicate follow-up. This automation captures agreement PDFs and form data, normalizes fields and internship rows, then creates funding request and internship recordsβso your team can move faster.
Adobe Acrobat Signor swap with your favorite app
2.Maps demographic checkbox values
Integrate Formatter by Zapier and data transformation tools to normalize checkbox values and clean phone and URL fields.
Formatter by Zapieror swap with your favorite app
3.Creates Funding Request record
Integrate Salesforce and CRM record creation to find the open funding program and create a Funding Request with field mappings.
Salesforceor swap with your favorite app
4.Normalizes internship row groups
Integrate Code by Zapier and data cleanup tools to transform row groups into clean internship arrays and drop empty rows.
Code by Zapieror swap with your favorite app
5.Creates Internship records in Salesforce
Integrate Looping by Zapier and CRM linking tools to iterate internship rows and create Internship records linked to the Funding Request.
Looping by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Define the trigger
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