- Workflow Automation
- Approval Workflow
- Automate approval tasks
Facilitate task creation and organization for approvals
This automation category streamlines task creation and organization for approval workflows by automatically generating, updating, and tracking tasks across project management tools whenever approval events occur. It eliminates manual steps and reduces delays by ensuring that email invitations, form submissions, and status changes instantly translate into actionable tasks, notifications, and calendar events. Users gain real-time visibility into approval statuses, faster turnaround times, and consistent task management without switching between multiple apps.
Filter by common apps:
ClickUp
Formatter by Zapier
Schedule by Zapier
Code by Zapier
Looping by Zapier
Google Sheets
Zoho Forms
Asana
Slack
Ironclad
Filter by Zapier
Microsoft Excel
Zapier Tables
Trello
Todoist
Moxie
Lawcus
- Update task status to approval in ClickUp when marked for revisions
- Retrieve and process approval requests, filter data, and log into Google Sheets
Retrieve and process approval requests, filter data, and log into Google Sheets
- Notify team, create task, and add subtask for new Zoho Forms entry in Asana and Slack
Notify team, create task, and add subtask for new Zoho Forms entry in Asana and Slack
- Notify team members in Slack when a new Ironclad approval event is created
Notify team members in Slack when a new Ironclad approval event is created
- Assign tasks in ClickUp when invoice approval status changes in Microsoft Excel
Assign tasks in ClickUp when invoice approval status changes in Microsoft Excel
- Trigger task creation and organization in Asana when button is clicked in Zapier Tables
Trigger task creation and organization in Asana when button is clicked in Zapier Tables
- Trigger task approvals in Google Sheets, format dates, and create follow-up tasks in Todoist from Trello card movements
Trigger task approvals in Google Sheets, format dates, and create follow-up tasks in Todoist from Trello card movements
- Approve tasks in Moxie when new cards are added in Trello
Approve tasks in Moxie when new cards are added in Trello
- Create a new task list in ClickUp when a matter is approved in Lawcus
Create a new task list in ClickUp when a matter is approved in Lawcus