1.Catches each new submission
Integrate Typeform, intake form tools, and routing systems to map submission fields to client records.
Create client intake work requests and notify team
Automatically capture each intake submission across Typeform and Jobber. Send SMS alerts and create linked work requestsβso your team can route requests, notify coordinators, and update client records without manual intake paperwork.
How this automation creates client intake work requests
When a new Typeform entry is submitted, coordinators can lose time waiting for manual intake review. This automation maps the submission to a client, creates the linked work request and note, and sends SMS alertsβso your team can respond fast to new intake.
Typeformor swap with your favorite app
2.Finds or creates the client
Integrate Jobber, contact matching, and CRM-style data to find by email and create when missing.
Jobberor swap with your favorite app
3.Pauses for 12 seconds
Integrate Delay by Zapier and workflow timing tools to wait for client creation to propagate.
Delay by Zapieror swap with your favorite app
4.Creates work request and note
Integrate Jobber and task management tools to create a work request linked to the client and add intake notes.
5.Sends an SMS alert
Integrate SMS by Zapier and notification systems to send a templated alert to coordinators for immediate action.
SMS by Zapieror swap with your favorite app
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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.
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