1.Monitor new intake form entries
Integrate Cognito Forms and form intake tools to detect new entry submissions and route qualifying intakes.
Create case prep record from intake form submissions
Automatically monitor new entry submissions across Cognito Forms and Zapier. Create and update case prep records when intake submitted, intake qualifies, or status meets criteriaβso you can create records, link case references, and mark intakes processed without manual intake tracking.
How this automation creates case prep records automatically
When new entry submissions arrive, unstructured intake can slow down case setup. This automation filters qualifying submissions, creates case preparation records, and updates intake entriesβso your team can begin setup immediately.
Cognito Formsor swap with your favorite app
2.Continue only for qualifying inputs
Integrate Filter by Zapier and eligibility rules to limit runs to qualifying intake statuses and criteria.
Filter by Zapieror swap with your favorite app
3.Create case preparation record
Integrate Cognito Forms and case preparation fields to create an entry that maps intake data into case records.
4.Update intake as processed
Integrate Cognito Forms and case tracking fields to set processed status and write the new case reference back to the intake.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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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