1.Detect new form submission
Integrate Gravity Forms and form intake tools to detect new submission fields and capture tax intake data to prepare the checklist.
Send personalized tax checklist and update client tracker
Automatically monitor new form submissions from Gravity Forms across form and document apps. Create a personalized PDF checklist and send email plus SMS confirmations, then update your client tracker so you can stay on top of tax intake without manual follow-up.
How this automation accelerates tax intake follow-up
When new tax documents are submitted, delays can cause missed deadlines and incomplete checklists. This automation formats intake data, creates a PDF checklist, and sends email plus SMS and updates your tracking sheetβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Standardize submission fields
Integrate Formatter by Zapier and mapping tools to normalize contact names, dates, and salutations to prepare checklist inputs.
Formatter by Zapieror swap with your favorite app
3.Create checklist document
Integrate Google Docs and template tooling to generate a checklist document from placeholders to produce a draft for export.
Google Docsor swap with your favorite app
4.Export document as PDF
Integrate Google Drive and file automation tools to export the created document to PDF and save it to the client folder.
Google Driveor swap with your favorite app
5.Email checklist with attachment
Integrate Microsoft Outlook and email templates to send a personalized email with the PDF attached to confirm receipt.
Microsoft Outlookor swap with your favorite app
6.Send SMS confirmation
Integrate ClickSend SMS and mobile messaging to send a short confirmation when a mobile number is provided to notify the client.
ClickSend SMSor swap with your favorite app
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Explore all tax document collection automations
Accelerate client document intake with automated request sending, file routing, and completion 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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