1.Monitors new form submission
Integrate Gravity Forms and form routing tools to watch for new client enquiry submissions to trigger intake capture.
Create intake task from client enquiry form for triage
Automatically detect new form submissions across Gravity Forms, Formatter by Zapier, and Asana. Create and update when client enquiry received, intake form submitted, or new enquiry capturedβso you can generate summaries, assign intake tasks, and load triage-ready details without manual triage.
How this automation accelerates intake triage
When new client enquiries arrive without a clear owner, triage slows and high-priority cases can wait. This automation builds a structured intake summary and creates an Asana task in your intake projectβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Builds intake summary
Integrate Formatter by Zapier and mapping tools to combine contact names, preferences, funding notes, and concerns into one task description.
Formatter by Zapieror swap with your favorite app
3.Finds intake coordinator user
Integrate Asana and directory lookup tools to find an intake coordinator by the contact email to set the assignee.
Asanaor swap with your favorite app
4.Creates task in intake project
Integrate Asana and project management tools to create the intake task in the configured project and section to assign ownership.
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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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