1.Monitors new form submission
Integrate Gravity Forms and form handling tools to capture new tax intake submission details.
Create tax intake folder and client document for new submissions
Automatically monitor new tax intake submissions across Gravity Forms and Google Drive. Create and update client intake folders by formatting submission dates, uploading signed intake PDFs, and collecting additional documentsβso you avoid manual folder setup and misplaced files.
How this automation creates client intake folders
When new tax intake submissions arrive, delays can stall onboarding and increase the risk of misfiled documents. This automation formats submission details, creates Google Drive folders, uploads signed intake PDFs, and stores additional documentsβso your team can process intake faster.
Gravity Formsor swap with your favorite app
2.Formats date and delivery method
Integrate Formatter by Zapier and data mapping tools to format the submission date and resolve folder base from delivery choice.
Formatter by Zapieror swap with your favorite app
3.Creates client folder
Integrate Google Drive and document storage tools to create the client folder and return the folder ID.
Google Driveor swap with your favorite app
4.Uploads signed intake PDF
Integrate Google Drive and document upload tools to upload the intake PDF and standardize the filename.
5.Splits uploaded file URLs
Integrate Formatter by Zapier and URL parsing tools to split uploaded file URLs into individual items.
6.Uploads each additional file
Integrate Looping by Zapier and Google Drive to iterate file URLs and upload each file into the created folder.
Looping by Zapieror swap with your favorite app
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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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