1.Catches incoming client intake
Integrate Webhooks by Zapier and intake routing to capture submission payloads for building a client financial plan PDF.
Create client financial plan PDF and email to adviser
Automatically catch incoming client intake via Webhooks by Zapier across Google Sheets, Zapier Tables, and Docmosis. Create and send your plan PDF when intake payload received, submission ID mapped, or adviser email presentβso you can build PDFs, pull variables automatically, and email for review without manual preparation.
How this automation delivers adviser-ready client plans
When incoming client intake arrives, delays can stall client communications and create back-and-forth for missing details. This automation delays for lookups, pulls financial variables and advisory notes, then generates and emails a finished PDFβso your team can respond with confidence.
Webhooks by Zapieror swap with your favorite app
2.Delays for 5 minutes
Integrate Delay by Zapier to wait after intake, giving downstream lookups time to complete before document generation.
Delay by Zapieror swap with your favorite app
3.Looks up spreadsheet row
Integrate Google Sheets and lookup data tools to pull financial variables and client metadata into the document flow.
Google Sheetsor swap with your favorite app
4.Finds advisory records
Integrate Zapier Tables and record search to collect advisory notes and previous recommendations for template content.
Zapier Tablesor swap with your favorite app
5.Creates PDF and emails adviser
Integrate Docmosis and document templating to generate the PDF from your template and send it to the adviser email.
Docmosisor swap with your favorite app
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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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