Keep project managers' boards populated with enrollment form responses
Keep project managers' boards populated with enrollment form responses
Project managers lose Wufoo enrollment details when responses don't land in board items, causing outreach gaps. It fills board fields when status is Get Wufoo Data so coordinators start outreach.
Overview
Project managers risk missed outreach and scheduling chaos when enrollment forms never make it into project boards. This workflow merges Wufoo submissions into monday.com records and updates status fields, producing complete participant records so coordinators can start timely follow-up and reduce missed touchpoints.
Notable Features
- Populate board fields from Wufoo
- Lookup submissions by work email
- Notify coordinators about missing fields