1.Detects new enquiry email
Integrate Email Parser by Zapier and email inbox tools to trigger intake creation when a new email is received to the parser address.
Create client intake records from parsed enquiry emails
Automatically parse enquiry emails across Email Parser by Zapier and Airtable. Create client intake records for same-day triage when new email arrives, parsing extracts contact info, or message text is recognized—so you can create records, map fields, and update intake status without manual data entry.
How this automation speeds your intake workflow
When a new enquiry email arrives, triage can stall while someone copies details into a ticket system. This automation parses email content and creates Airtable intake records—so your team can respond with complete context fast.
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2.Parses email into fields
Integrate Email Parser by Zapier and normalization tools to extract name, email, phone, and message text for intake mapping.
3.Creates intake record
Integrate Airtable and record management tools to create an enquiry record with contact fields, enquiry notes, and status.
Airtableor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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