1.Monitor new submission
Integrate Jotform and form intake tools to detect new submissions and start each intake creation.
Create design intake records from client form submissions
Automatically monitor new design form submissions across Jotform and Podio. Create and update intake records when form submissions arrive, responses post, or requests submitβso you can create intake items, attach design files, and set stages and assignments without manual intake.
How this automation accelerates design intake triage
When new Jotform submissions arrive, coordinators waste time recreating request details and moving assets into the right workspace. This automation creates intake items, attaches uploaded files, and updates stages and assignments in Podioβso your team can triage and assign work faster.
Jotformor swap with your favorite app
2.Creates Podio intake item
Integrate Podio and project workspaces to create an intake record and map submission fields into item fields.
Podioor swap with your favorite app
3.Attaches uploaded files
Integrate Podio and attachment storage to attach uploaded submission files to the created intake item.
4.Updates item stage and priority
Integrate Podio and workflow queues to update stage and priority, and assign the intake to the right queue.
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Explore all design request intake automations
Accelerate request triage with automated form capture, project creation, and stakeholder alerts
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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