1.Detect new entry in custody form
Integrate Cognito Forms and form automation tools to detect new custody intake entries to start intake case capture.
Create custody intake case item for intake team
Automatically capture new custody intake form entries across Cognito Forms. Create and update a tracked monday.com case item when custody case-type submissions arrive, so intake stays recorded, searchable, and consistent without manual logging.
How this automation records intake cases on time
When a new custody intake form entry arrives, intake teams can waste time retyping details and tracking case status manually. This automation delays for readiness, filters qualifying submissions, creates a monday.com board item, and updates the original form entryβso your team records cases fast.
Cognito Formsor swap with your favorite app
2.Wait for generated documents
Integrate Delay by Zapier and document readiness tools to pause the workflow for 2 minutes to ensure attachments are available.
Delay by Zapieror swap with your favorite app
3.Allow only custody case entries
Integrate Filter by Zapier and intake routing rules to continue only for custody case-type submissions to skip non qualifying records.
Filter by Zapieror swap with your favorite app
4.Create item on custody board
Integrate monday.com and board mapping tools to create a new item and map submission fields to board columns for tracking.
monday.comor swap with your favorite app
5.Update entry and store board ID
Integrate Cognito Forms and workflow status tools to update the originating response with the created board item ID and recorded status.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
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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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