1.Monitors new SWMS submissions
Integrate GoCanvas and form workflows to detect new SWMS submissions and map payload fields for downstream processing.
Create SWMS PDF and email to site and technician
Automatically capture each completed SWMS form submission across GoCanvas, Google Drive, Google Sheets, PDF.co, and Email by Zapier. Create and send when SWMS forms submit, attachments upload, or signers finalize—so you can attach the final SWMS PDF, notify the right recipients, and save job records without manual paperwork.
How this automation creates reliable SWMS records
When completed SWMS forms land in separate systems, delays can stall compliance and add risk during audits. This automation captures submissions, fills and merges PDFs, and emails them to the right site and technicians—so your team can standardize SWMS turnaround.
GoCanvasor swap with your favorite app
2.Finds the SWMS template file
Integrate Google Drive and document storage tools to search the configured folder and map the template as the source PDF.
Google-Laufwerkor swap with your favorite app
3.Looks up recipient contact row
Integrate Google Sheets and client mapping tools to find the recipient row by the submitted email and map name and email fields.
Google Sheetsor swap with your favorite app
4.Fills and merges SWMS into one PDF
Integrate PDF.co and PDF processing tools to populate template fields and merge attachments into a final PDF URL.
PDF.coor swap with your favorite app
5.Emails the final SWMS PDF
Integrate Email by Zapier and email routing tools to send the final PDF to the recipient and CC or BCC the signer.
E-Mail von Zapieror swap with your favorite app
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Strengthen safety compliance with automated incident intake, inspection tracking, and document routing
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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