1.Monitors new form submission
Integrate Zapier Forms and form routing tools to detect submissions and capture the intake fields.
Create internal support case and notify assignees from form
Automatically monitor form submissions across Zapier Forms, Salesforce, Formatter by Zapier, and Zapier Tables. Create and update cases when priority is high, assignee mapping finds a match, or follow-up dates are set—so you can notify requesters, route assignees, and clean intake without manual data entry.
How this automation speeds up case handling
When a new form submission created arrives, cases can stall and teams lose time on manual intake. This automation maps contact and user records, transforms the description, creates Salesforce cases, sends notifications, and deletes the intake row—so your team can respond faster.
Zapier Formsor swap with your favorite app
2.Finds related CRM records
Integrate Salesforce and CRM mapping tools to look up contacts, users, and accounts for each submission.
Salesforceor swap with your favorite app
3.Transforms description formatting
Integrate Formatter by Zapier and text transformation tools to replace newlines with HTML line breaks.
Formatter by Zapieror swap with your favorite app
4.Creates case and sends notifications
Integrate Salesforce and email notification workflows to create the case and notify requester and assignee with the case link.
5.Deletes temporary intake record
Integrate Zapier Tables and data cleanup workflows to delete the intake row using the submission ID.
Zapier Tablesor swap with your favorite app
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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 — 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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