Skip to content

Move selected applications into the award review folder

Your review records don't move applicants automatically, causing manual tracking delays. The workflow updates applicant records so coordinators can advance decisions same day.

Move selected applications into the award review folder

Workflow preview:

Zap details:

Overview

When reviewer decisions require manual folder moves, coordinators waste time and risk missing outreach windows. This workflow routes decisions into applicant records and advances award stages automatically, letting coordinators prepare notifications and next steps the same day.

Move selected applications into the award review folder