How to automatically create tasks from forms and tickets
By Krystina Martinez · September 9, 2021
If forms are the main way customers and leads can get in touch with you, you need to respond quickly. No one likes being ignored.
But unless you're monitoring your forms all day, every day—and you're probably not—you're receiving submissions while working on something else. If you don't have a way to make form submissions actionable, that customer's interest (or cry for help) can get away from you. And that looks bad for you and your business.
Automation's here to save the day, so form and ticket submissions are automatically added to your task or project management system while you go about your day.
Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.
Easily create automatic workflows that help you manage leads and tickets
With Zapier, you can automate recurring tasks—giving you back valuable time to focus on higher priority items. The workflows you build in Zapier—we call them Zaps—can automate many common tasks, such as creating tasks or project cards whenever you receive new form or ticket submissions.
Every Zap follows the same structure: When this happens, do that.
A Zap always consists of two parts:
The trigger, which is an event that starts a Zap. For example, when a new submission comes in. (Think of this as the when.)
The action, which is an event a Zap performs after it's triggered. For example: Create a task. (This is the do.)
To help you get started, we rounded up a few popular Zaps that turn new tickets or form submissions into action items. Just click on the button on any Zap template to get started.
Why copy and paste data from your Jotform into Trello by hand? Zapier can do it for you! This integration will automatically create a Trello card whenever there is a new form submission, starting as soon as you activate it.
Keeping tabs on your list of new leads is important. Make sure you never miss a lead by adding them to Todoist: this Zap adds new leads from Facebook Lead Ads to Todoist automatically. That way you can take care of lead-related tasks (like reaching out to them) right away and turn the new leads into dedicated customers!
Turn leads into customers through quick and logical follow-up. This integration helps you do just that. With Zapier quietly humming in the background, whenever a prospect submits their info to a LinkedIn Lead Gen Form, Zapier creates a task with their information in Asana. Keep you to-do list, team and company up-to-day automatically
Capture and organize important project and customer details without slowing down for tedious copy-and-paste tasks! This Zap automatically adds each new entry received in Typeform as an item in your Notion database.
If you're going to have to address each one of those form submissions, let us give you some actionable reminders for each. After you've configured this Zap, it will trigger whenever a new form submission is received on HubSpot, automatically creating a new Trello card to keep you on track with each one.
You should be spending time on following up with opportunities, not creating tasks. This Salesforce-ClickUp integration will create a new ClickUp task for any opportunity created in Salesforce. Save time and follow up with more lost opportunities!
This Zap will help keep you on track and organized. Use this Zap to create a task inside of OmniFocus each time there is activity on a contact in ClickFunnels Classic. This could be useful for setting OmniFocus tasks to follow-up with a specific contact based on their ClickFunnels Classic activity,
Need to get a task out of your support inbox and into your to-do list? This Zap streamlines your workflow. Zapier will watch for new Help Scout conversations and add them to your Todoist task list.
Make sure your Zendesk tickets are taken care of by tracking them with Asana. This Zendesk - Asana integration adds new Zendesk tickets to an Asana project. Never worry about losing track of tickets again!
Manage work orders and track service projects, without toggling between apps. This integration lets you do that from inside your Notion database by automatically adding an item to a specified Notion database whenever a new ticket registers in your Zendesk account.
Excel at task management AND customer success with this Help Scout-ClickUp integration. With this setup, each new conversation in Help Scout creates a new task in ClickUp. Your customers will always feel taken care of with this integration!
If you'd like your Zap to perform more than one action—such as creating a task and alerting you in your team chat app when you receive a new submission—you can create your own Zap instead.
Select the platform you use for forms or tickets as your trigger app and choose the event that corresponds with a new entry. (Look for something like "new entry," "new lead," "new submission," "new ticket," or "new issue.")
Then, select the platform you use for managing tasks and choose Create Task as the action event.
Fill out the task details. You can pull information from the form or ticket, like the person's issue and a link to the actual submission. (If you'd like to add more actions, this is where you'd click the plus sign (+) and repeat steps 3-4 as needed.)
Test your Zap, and if all looks good, turn it on and watch as you automatically respond to new leads!
When you test your Zap, it will create a new task. If you're managing tasks in a shared space, you may want to create a new submission with fake information to make it clear that it's a test submission and not a real customer.
Need help with more complex automation? Zapier Experts are certified consultants, freelancers, and agencies that can help you do more with automation. Visit our Experts directory to help you find the right Expert to work with.
Automation to keep up with customer requests
With thousands of integrations, there's no shortage of what you can automate to clear your day of tedious tasks. With automation, you'll always be on top of form submissions or tickets. Customers or leads will love you, and your coworkers will wonder how you do it.
