1.Monitor new submissions
Integrate Jotform and form intake tools to detect new submission metadata and trigger lead triage intake.
Create intake leads from website form submissions for case intake team
Automatically monitor new submission events across Jotform and intake endpoints. Send conversion events and create structured case intake leads when new submissions arrive, qualifying submissions pass checks, or unrepresented submissions are detectedβso you can protect triage speed, reduce rework, and keep case records current without manual data entry.
How this automation accelerates intake triage
When new form submissions arrive, delays can send valid matters to the back of the queue. This automation routes qualifying submissions by monitoring, sends conversion events through Facebook Conversions, and creates intake lead records via Webhooks by Zapierβso your team can triage faster.
Jotformor swap with your favorite app
2.Quality-check submissions
Integrate Filter by Zapier and validation rules to continue only when required contact and address data and target ranges match.
Filter by Zapieror swap with your favorite app
3.Send lead event
Integrate Facebook Conversions and ad attribution mapping to send a Lead Event with submission ID and source fields.
Facebook Conversionsor swap with your favorite app
4.Post to intake endpoint
Integrate Webhooks by Zapier and intake endpoints to create the lead record in your case intake system from submission fields.
Webhooks by Zapieror swap with your favorite app
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Explore all legal intake management automations
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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