1.Captures new form submissions
Integrate Gravity Forms and form processing to ingest submission fields for appointment intake data.
Create intake tasks from appointment forms for schedulers
Automatically capture new form submissions across Gravity Forms, Zapier Tables, and Asana. Create and update when submission received, appointment request submitted, or location code detectedβso you can create intake tasks, map details to notes, and set due dates without manual copying.
How this automation creates intake tasks faster
When new form submissions arrive, requests can sit untriaged while coordinators copy details into task tools. This automation finds location and reason matches and creates or updates intake tasks in Asanaβso your team can route work at the moment requests land.
Gravity Formsor swap with your favorite app
2.Finds location record
Integrate Zapier Tables and mapping tables to look up the submitted location code for routing.
Zapier Tablesor swap with your favorite app
3.Finds reason record
Integrate Zapier Tables and mapping tables to look up the submitted reason code and category.
4.Finds or creates task
Integrate Asana and task management to create or match an intake task and set assignee and due date.
Asanaor 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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