1.Detect new form submission
Integrate HubSpot to capture each new form submission as intake for a tracked project item.
Create project items from intake forms for campaigns
Automatically monitor new form submissions in HubSpot across monday.com, Formatter by Zapier, and Looping by Zapier. Automatically create and update project items when form submission received, file URLs included, or budget flag setβso you can route requests, attach files, and set status without manual handoff.
How this automation creates tracked project items
When new campaign intake forms arrive, delays can stall assignments and leave files scattered across inboxes. This automation monitors HubSpot submissions, creates monday.com items, and processes attachments with Formatter by Zapier, Looping by Zapier, and HubSpot file linksβso your team can hand off work faster.
HubSpotor swap with your favorite app
2.Create board item from request
Integrate monday.com to create a new item on the configured board and group for the request.
monday.comor swap with your favorite app
3.Convert file fields to line items
Integrate Formatter by Zapier and data formatting tools to convert submission file fields into line-item list input.
Formatter by Zapieror swap with your favorite app
4.Iterate files for processing
Integrate Looping by Zapier and workflow iteration tools to loop file URLs and expose each as a loop value.
Looping by Zapieror swap with your favorite app
5.Get temporary public file link
Integrate HubSpot to fetch a temporary public URL for each looped file so uploads can proceed.
6.Upload file links to item
Integrate monday.com and file storage tools to upload each public file URL into the created item file column.
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Set up in minutes
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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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