1.Captures new form submission
Integrate Zapier Forms and form field mapping tools to capture the incoming submission and prepare case reference and years payload.
Update case records with collected tax document years
Automatically capture tax intake form submissions across Zapier Forms and code execution with Webhooks by Zapier. Create and update case records when tax intake submissions land, case references are provided, or years strings are submittedβso you can normalize document years, update case IDs, and flag missing values without manual paperwork.
How this automation updates your case records
When tax intake submissions arrive but years are unstructured, billing timelines slip and cases need manual editing. This automation normalizes the years string, posts a structured payload to your case-management API, and handles success or failure so your records stay accurate.
Zapier Formsor swap with your favorite app
2.Normalizes years into an array
Integrate Code by Zapier and data transformation tools to clean the years string and output a structured JSON body.
Code by Zapieror swap with your favorite app
3.Posts update to case-management API
Integrate Webhooks by Zapier and API tools to post the JSON body and parse response status for success or failure.
Webhooks by Zapieror swap with your favorite app
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Step 1
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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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