1.Catches referral payloads
Integrate Webhooks by Zapier to extract core referral fields for creating intake records.
Create legal intake items from incoming referral webhooks
Automatically monitor incoming referral submissions across Webhooks by Zapier and project and contact tools. Create and update when referral submissions arrive, case types qualify, or submission IDs are detectedβso you can create intake items, create contacts, and set the right intake status without manual triage.
How this automation creates tracked intake items
When referral submissions arrive, delays can stall coordinator triage and intake decisions. This automation captures referral payloads and formats fields, routes by case type, creates monday.com items, and creates Dialpad contactsβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Formats referral phone
Integrate Formatter by Zapier and data formatting tools to standardize the incoming phone field for downstream use.
Formatter by Zapieror swap with your favorite app
3.Routes by case type
Integrate Paths by Zapier and conditional routing tools to route referrals into the correct intake branch.
Paths by Zapieror swap with your favorite app
4.Creates intake board item
Integrate monday.com and intake board tools to create a new item with mapped status and contact columns.
monday.comor swap with your favorite app
5.Creates callable contact
Integrate Dialpad and contact directory tools to create a new contact with phone and email for outreach.
Dialpador swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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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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