1.Captures intake form submission
Integrate Jotform to capture submission fields and candidate details from each new intake submission.
Send document and info request to applicant via email and SMS
Automatically monitor new intake form submissions across Jotform and recruiting inboxes. Get instant updates when applications arriveβso you can send document requests by email, send document requests by SMS, and notify recruiting staff without manual follow-up.
How this automation accelerates your document collection
When new Jotform submissions come in, delays can slow onboarding and prolong document collection. This automation sends applicant document requests by email and SMS and notifies recruiting staff with internal triage summariesβso your team can move faster.
Jotformor swap with your favorite app
2.Sends prefilled email request
Integrate Gmail to send a prefilled document request email mapped to candidate details and a form link.
Gmailor swap with your favorite app
3.Sends SMS document request
Integrate Heymarket SMS to send a concise template message with a prefilled form link and office-hours note.
Heymarket SMSor swap with your favorite app
4.Sends internal triage summary
Integrate Gmail to email recruitment staff with a submission summary for fast triage and follow-up.
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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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