1.Detect new form submission created
Integrate Zapier Forms and intake forms to capture submission details and route the work automatically.
Create and route continuity tasks from form submissions
Automatically monitor new form submission created across Zapier Forms, Zapier Tables, Formatter by Zapier, Trello, and Slack. Create and update when new submissions include missing clients, new task types, or priority levelsβso you can route tasks, create Trello cards, and post Slack alerts without manual triage.
How this automation routes continuity tasks
When new form submissions arrive, work can sit unassigned while humans interpret priority and routing. This automation finds clients, parses submission details, creates Trello cards, and posts Slack alertsβso your team routes tasks immediately.
Zapier Formsor swap with your favorite app
2.Find or create matching client
Integrate Zapier Tables and client databases to look up a client record and to continue when a match is found.
Zapier Tablesor swap with your favorite app
3.Look up task type and priority
Integrate Zapier Tables and lookup tables to map task types and priority records to routing decisions.
4.Parse submission details for card
Integrate Formatter by Zapier and text parsing tools to normalize submission inputs into clean card description segments.
Formatter by Zapieror swap with your favorite app
5.Find or create task card
Integrate Trello and workflow boards to create or update a routed card with due dates, labels, and checklist items.
Trelloor swap with your favorite app
6.Post routing alert in channel
Integrate Slack and team channels to send a message with the card link, summary, and routing metadata instantly.
Slackor swap with your favorite app
Automate your work, your way
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Accelerate work distribution with automated request intake, owner assignment, and priority 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.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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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