1.Catches new entry
Integrate Cognito Forms and intake forms to detect each new submission for downstream document generation.
Create assignment sheets from intake form submissions now
Automatically monitor new intake form submissions across Cognito Forms. Create and update assignment-sheet PDFs when new entries submitted, intake forms completed, or submissions receivedβso you can format dates, create document merges, and store merged files without manual paperwork.
How this automation creates review-ready assignment PDFs
When new intake submissions happen, delays can stall document turnaround for review and signature. This automation formats submitted dates and builds document merges and merged PDFs in Formstack Documentsβso your team can review ready assignment sheets faster.
Cognito Formsor swap with your favorite app
2.Formats submitted date
Integrate Formatter by Zapier and date tools to map the submitted date field into a merge-ready format.
Formatter by Zapieror swap with your favorite app
3.Creates document merge
Integrate Formstack Documents and document merge templates to create assignment sheets and store merged PDFs for review.
Formstack Documentsor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 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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