1.Capture new form result
Integrate Formsite to detect new form result submissions and start client intake processing.
Create matter and client records from intake forms
Automatically monitor new form results across Formsite and Actionstep. Create and update contacts, open matters, and assign admin review tasks when intake submissions include new, updated, or qualifying responsesβso you can accelerate intake without manual data entry.
How this automation accelerates your intake processing
When new form results arrive in Formsite, delays can stall client onboarding and overwhelm staff with manual follow-up. This automation finds or creates contacts, opens matters, adds participants, and creates high priority admin tasksβso your team can process intake faster.
Formsiteor swap with your favorite app
2.Find or create primary contact
Integrate Actionstep and client databases to match by email and name, then create or update the primary contact record.
Actionstepor swap with your favorite app
3.Create matter record
Integrate Actionstep and matter templates to create a new matter and set the matter open date from the submission date.
4.Add participant to matter
Integrate Actionstep and contact matching to find or create a secondary contact and add the participant when responses qualify.
5.Create admin review task
Integrate Actionstep and task management to create a high priority admin task, assign it to intake ownership, and set the due date.
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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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