1.Catch new form submission
Integrate Jotform and form intake workflows to detect new submissions and create candidate intake context.
Create candidate intake record and notify hiring team
Automatically capture new Jotform submissions across Google Docs, Formatter by Zapier, Zapier Tables, Gmail, and EasyFTP. Create and update when required fields complete, applicant identifiers are provided, or PDFs exportβso you can create intake records, notify hiring coordinators, and store documents without manual paperwork.
How this automation accelerates your candidate intake
When new submissions arrive in Jotform, delays can stall recruiting and create gaps in records. This automation creates candidate intake records and sends internal notificationsβso your team can review applicants faster.
Jotformor swap with your favorite app
2.Create document from template
Integrate Google Docs and document generation tools to create a templated candidate document and export it as a PDF.
Google Docsor swap with your favorite app
3.Clean filename for storage
Integrate Formatter by Zapier and filename rules to sanitize the mapped title and produce a safe filename for storage.
Formatter by Zapieror swap with your favorite app
4.Create record in intake table
Integrate Zapier Tables and reporting tables to map fields and create a new intake record with timestamp.
Zapier Tablesor swap with your favorite app
5.Send internal notification email
Integrate Gmail and internal communication tools to send hiring coordinator updates with the PDF link and record reference.
Gmailor swap with your favorite app
6.Upload PDF to FTP path
Integrate EasyFTP and file storage tools to upload the exported PDF to the configured path using the sanitized filename.
EasyFTPor swap with your favorite app
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Accelerate applicant review with automated intake routing, candidate tracking, and stage updates
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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