1.Catches new entry and extracts intake
Integrate Typeform and intake forms to map submission metadata and answers into an intake payload for processing.
Update tax client records from intake and notify ops
Automatically monitor Typeform new entries across Typeform and Airtable. Create and update client records and notify ops when intake submissions arrive, admin identifiers appear, or form entries submitβso you can prevent manual data entry.
How this automation accelerates intake follow-through
When new tax intake submissions land in your form, delays can break downstream filings. This automation finds matching client records and updates intake fields and posts ops notificationsβso your team can triage quickly.
Typeformor swap with your favorite app
2.Searches for the matching record
Integrate Airtable and database lookups to find the client record using the administration identifier.
Airtableor swap with your favorite app
3.Branches based on record found
Integrate Filter by Zapier and routing rules to continue only on the found path or the not found path.
Filter by Zapieror swap with your favorite app
4.Updates the client intake fields
Integrate Airtable and record updates to set questionnaire status, update profile fields, and store the last intake date.
5.Notifies ops when no record exists
Integrate Slack and ops messaging to post the administration identifier and submission summary for triage.
Slackor 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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