1.Triggers on new form submission
Integrate Gravity Forms and entry timestamps to capture the declined submission payload for intake intake triage and recordkeeping.
Close declined intake, update firm records, notify clients
Automatically capture new intake submissions across Gravity Forms and operational tools. Create records, update spreadsheet status, and notify contacts when submissions indicate no agreementβso you can close matters, preserve audit trails, and reduce manual follow-up without paperwork.
How this automation closes declined intake matters
When new intake submissions arrive, declined cases can stay inconsistent across records and delay client communication. This automation captures the submission, updates firm records, and notifies the contactβso your team can close matters without chasing status across systems.
Gravity Formsor swap with your favorite app
2.Creates record for intake audit trail
Integrate Zapier Tables to map intake fields into contact and matter records for preserving an audit trail.
Zapier Tablesor swap with your favorite app
3.Updates row with decline status
Integrate Google Sheets to lookup by email and entry date and update rows to mark not signed and close outcome.
Google Sheetsor swap with your favorite app
4.Finds matter and updates status
Integrate Clio to find the matter and update matter status to closed with a close date.
Clioor swap with your favorite app
5.Creates declination letter document
Integrate Formstack Documents to generate a declination letter merge using contact name and incident details.
Formstack Documentsor swap with your favorite app
6.Sends declination email to contact
Integrate Email by Zapier to send the merged declination PDF with a templated subject and message.
Email by Zapieror swap with your favorite app
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Add contact and save signed agreement to files
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Add external legal approvals to tracker records automatically
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Add MSA status and form link to project item
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Add NDA view updates to issue comments for stakeholders
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Add or update contract records in tracking sheet
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Add signed agreement signers to master account list
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Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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Step 1
Connect your tools
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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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