1.Catch Hook intake payload
Integrate Webhooks by Zapier and automation triggers to catch incoming submissions and pass the submission ID to next steps.
Create completed client PDF and attach to record
Automatically catch intake submissions across Webhooks by Zapier, Airtable, and document tools. Create and store completed client PDFs and write back record links when intake payloads arrive, submission IDs are captured, or webhook submissions triggerβso you can look up records, fill templates, and attach PDFs without manual reporting.
How this automation completes client PDFs faster
When intake payloads trigger, document delays can stall client access and approvals. This automation catches submissions, finds the matching Airtable record, and generates a filled PDF documentβso your team can share the finished file immediately.
Webhooks by Zapieror swap with your favorite app
2.Find record by submission ID
Integrate Airtable and database lookup tools to search by submission ID to return record data for field mapping.
Airtableor swap with your favorite app
3.Run script to normalize fields
Integrate Code by Zapier and data transformation tools to aggregate multi-line answers and normalize dates for document fields.
Code by Zapieror swap with your favorite app
4.Create document from template
Integrate Google Docs and document templating tools to fill template fields with mapped intake and normalized outputs.
Google Docsor swap with your favorite app
5.Fill PDF template and get URL
Integrate PDF.co and form field mapping tools to fill the PDF form fields and return a PDF URL.
PDF.coor swap with your favorite app
6.Upload PDF to Drive folder
Integrate Google Drive and file storage tools to upload the generated PDF and return a share link.
Google Driveor swap with your favorite app
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Explore all document processing automations
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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