1.Detect new form submission
Integrate Zapier Forms and data capture tools to ingest intake submission fields into a structured workflow.
Create client and project from intake form submission
Automatically capture intake form submissions across Zapier Forms and send standardized welcome emails via Gmail. Create and update client and project records in Financial Cents and post triage messages in Google Chatβso you can welcome prospects, start projects, and reduce manual intake work without follow-up and coordination.
How this automation starts every project from intake
When intake submissions arrive without structure, manual setup slows onboarding and delays delivery. This automation captures submission fields, standardizes contact details, and creates clients and projects while sending a welcome email and posting team triageβso your team can onboard faster.
Zapier Formsor swap with your favorite app
2.Normalize and map submission fields
Integrate Formatter by Zapier and data transformation tools to normalize name and email case and format phone.
Formatter by Zapieror swap with your favorite app
3.Send standardized welcome email
Integrate Gmail and email templates to send your standardized welcome message to the mapped recipient.
Gmailor swap with your favorite app
4.Create client in Financial Cents
Integrate Financial Cents and CRM-style data fields to create a client record and return a client ID.
Financial Centsor swap with your favorite app
5.Create starter project from template
Integrate Financial Cents and project template tools to create a project, link it to the client, and attach intake notes.
6.Post intake triage message
Integrate Google Chat and team messaging tools to post key intake notes and client name for immediate triage.
Google Chator swap with your favorite app
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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.
See how teams are automating with Zapier (and loving it!)
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