1.Detect new form submission
Integrate Gravity Forms and form submission tools to detect new buyer intake entries for downstream folder and PDF creation.
Create buyer intake folders and PDFs for new submissions
Automatically monitor new form submissions from Gravity Forms for buyer intake submissions across Gravity Forms, Formatter by Zapier, Google Drive, Webhooks by Zapier, Google Docs, and Zapier Tables. Create and update when new submission arrives, PDF packet downloads, or intake doc exportsβso you can create folders, generate authorization PDFs, and log lookup records without manual filing.
How this automation organizes buyer intake packets
When new buyer intake form submission arrives, delays can slow agent access to correctly named folders and PDFs. This automation formats filenames and builds folders and exports and uploads documents and creates lookup recordsβso your team can retrieve files instantly.
Gravity Formsor swap with your favorite app
2.Builds standardized buyer filename
Integrate Formatter by Zapier and data mapping tools to generate standardized filenames from entry ID and submitter name.
Formatter by Zapieror swap with your favorite app
3.Creates buyer folder and PDF subfolder
Integrate Google Drive and file storage tools to find or create buyer folders and an A-Intake PDFs subfolder.
Google Driveor swap with your favorite app
4.Fetches submitted packet binary
Integrate Webhooks by Zapier and document retrieval tools to GET the submitted packet PDF URL as binary content.
Webhooks by Zapieror swap with your favorite app
5.Generates authorization PDF from template
Integrate Google Docs and document templating tools to create a filled doc and export it as a PDF in the buyer folder.
Google Docsor swap with your favorite app
6.Uploads archive and writes lookup record
Integrate Google Drive and Zapier Tables to upload the fetched packet PDF to a central archive and create a lookup record.
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
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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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