1.Monitor new entry submissions
Integrate Typeform and form submission tools to catch each new disclosure entry and create traceable submission metadata.
Create disclosure PDFs from intake forms for client files
Automatically create merged disclosure PDFs from intake form submissions across Typeform and Formstack Documents. Deliver generated PDFs into client files when new form submission, submission received, or intake form submittedβso you can generate disclosures, store files, and share links without manual document prep.
How this automation generates client-ready PDFs
When intake disclosures arrive in scattered form responses, delays can stall client review and increase rework. This automation catches submissions, creates merged disclosure PDFs, and delivers the generated files into client folders and targetsβso your team can review faster.
Typeformor swap with your favorite app
2.Generates merged disclosure PDF
Integrate Formstack Documents and document merge tools to map intake fields into disclosure merge fields and build the merged PDF.
Formstack Documentsor swap with your favorite app
3.Delivers PDF into client file
Integrate Formstack Documents and document delivery tools to store the generated PDF in a client folder and return file links.
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Accelerate legal document creation with automated template population, record routing, and file delivery
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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