1.Captures new form submission
Integrate Zapier Forms and intake form tools to collect submission metadata and file uploads to trigger downstream mapping.
Create project and SOW record from form submission
Automatically monitor new form submissions across Zapier Forms and Zapier Tables. Create and update SOW numbers, generate PDF summaries, and build projects in Teamwork when submissions arrive, SOW fields populate, or files uploadβso you can protect delivery timelines, reduce rework, and onboard work without manual reporting.
How this automation creates project and SOW records
When new form submissions appear in your intake, manual numbering and setup can delay delivery. This automation finds the next SOW number, generates a PDF summary, and creates a Teamwork project with files and a task listβso your team can start faster.
Zapier Formsor swap with your favorite app
2.Finds existing SOW record
Integrate Zapier Tables and database lookup tools to search your central intake table to find existing SOW numbers.
Zapier Tablesor swap with your favorite app
3.Generates next SOW number
Integrate Formatter by Zapier and data formatting tools to calculate the next SOW number to populate your SOW field.
Formatter by Zapieror swap with your favorite app
4.Creates PDF summary
Integrate PDF.co and PDF generation tools to convert intake HTML into a PDF submission summary.
PDF.coor swap with your favorite app
5.Creates project and task list
Integrate Teamwork and project management tools to create the project, attach files, and add tasks from your template.
Teamworkor swap with your favorite app
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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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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