1.Captures form submission
Integrate Webflow and form data handling to capture incoming payloads and submission IDs for intake creation.
Create inquiry record and PDF from web form
Automatically monitor web form submission payloads across Webflow, Code by Zapier, Google Docs, Google Drive, and Webhooks by Zapier. Create and update when new form submission arrives, files are attached, or submission data is readyβso you can generate intake docs, create view-only PDF links, and post intake records without manual document setup.
How this automation creates shareable intake documents
When form submissions and files land without a clear intake trail, requests stall and specs get scattered. This automation captures each submission, builds an HTML summary, creates a document, exports a PDF with a share link, and posts a new intake recordβso your team can move faster.
Webflowor swap with your favorite app
2.Builds HTML summary and totals
Integrate Code by Zapier and document formatting tools to map fields into an HTML fragment and cleaned description.
Code by Zapieror swap with your favorite app
3.Creates document from template
Integrate Google Docs and template fields to insert the HTML summary into a new document while removing empty fields.
Google Docsor swap with your favorite app
4.Exports PDF and creates share link
Integrate Google Drive and file storage tools to export the document to PDF and generate a view-only share URL.
Google Driveor swap with your favorite app
5.Posts intake record to endpoint
Integrate Webhooks by Zapier and project endpoints to create a new intake record using metadata, description, and PDF link.
Webhooks by Zapieror 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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