1.Detect form submission created
Integrate Zapier Forms and form inputs to map uploaded file URL fields to workflow inputs for processing.
Update client tax record from uploaded tax documents
Automatically process uploaded tax document form submissions across Zapier Forms, Google Drive, Files By Zapier, AI by Zapier, and Zapier Tables. Create and update client tax records when file uploads, UTR values appear, or tax years are providedβso you can store files, extract fields, and update records without manual entry.
How this automation updates your client tax records
When a form submission created includes tax documents, delays can cause inaccurate or missing tax records. This automation creates Drive files and extracts text, then parses UTR and tax year and updates your matching Zapier Tables recordβso your team can keep filings on track.
Zapier Formsor swap with your favorite app
2.Iterate uploaded files
Integrate Looping by Zapier and file processing to loop each uploaded file URL for per file handling.
Looping by Zapieror swap with your favorite app
3.Create file from URL
Integrate Google Drive and document storage folders to create files from URLs and save them in your tax folder.
Google Driveor swap with your favorite app
4.Extract text from file
Integrate Files By Zapier and text extraction tools to pull plain text from the created Drive file for parsing.
Files By Zapieror swap with your favorite app
5.Parse extracted text
Integrate AI by Zapier and document parsing to extract UTR, tax year, and document type from the text.
AI by Zapieror swap with your favorite app
6.Find record and update
Integrate Zapier Tables and record matching to update document link fields and set the processed flag on the matched client.
Zapier Tablesor swap with your favorite app
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Create finance task from labeled tax email for follow-up
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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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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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