1.Detect form submission created
Integrate Zapier Forms and form processing tools to capture each funding request submission as a new case intake.
Create support case from funding request form submission
Automatically monitor funding request form submissions across Zapier Forms and other connected tools. Create and update support cases when submitter email is provided, attachments are uploaded, or invoices are referenced—so you can notify submitters, store documents, and track case numbers without manual ticket setup.
How this automation turns funding requests into review-ready cases
When funding request submissions arrive, delays can slow case review and create follow-up churn. This automation creates Salesforce cases, attaches files, notifies submitters, and writes case numbers back to your form records—so your team can review faster.
Zapier Formsor swap with your favorite app
2.Creates case record
Integrate Salesforce and CRM tools to create a Case record and map submission fields to the ticket.
Salesforceor swap with your favorite app
3.Finds case record
Integrate Salesforce to look up the Case Number and obtain the record ID for downstream updates.
4.Creates case attachment
Integrate Salesforce and document storage tools to attach the uploaded file URL to the Case record.
5.DMs submitter with case details
Integrate Slack and notifications tools to find the submitter by email and send a DM with the Case Number.
Slackor swap with your favorite app
6.Updates form record with case number
Integrate Zapier Tables and reporting tools to write the Case Number back to the originating form record.
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!)
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David Laderberg, VP of Sales
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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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