1.Detects new form submission
Integrate Jotform and intake form workflows to trigger when a new submission lands and capture matter and note fields.
Create matter note and email client upon intake
Automatically detect new intake submissions across Jotform and Actionstep. Automatically search matching matters and create file notes or filter viable intakes and email clients after a delayβso you can triage faster without manual follow-up.
How this automation accelerates intake triage for clients
When new intake submissions arrive, triage can stall while teams look up matter references and draft emails. This automation searches for the matching matter, creates a file note, and sends a delayed confirmation emailβso your team can act on viable intakes.
Jotformor swap with your favorite app
2.Searches matters by reference
Integrate Actionstep and data lookup tools to search by the submitted matter reference and retrieve the right matter record.
Actionstepor swap with your favorite app
3.Creates file note on matter
Integrate Actionstep and matter note tools to create a file note and attach submission details to the matching matter.
4.Checks recommendation and email
Integrate Filter by Zapier and validation logic tools to continue only when recommendations qualify and an email exists.
Filter by Zapieror swap with your favorite app
5.Pauses before client email
Integrate Delay by Zapier and timing controls to pause for 55 minutes before emailing to reduce false positives.
Delay by Zapieror swap with your favorite app
6.Sends templated confirmation
Integrate Gmail and email templates to send the delayed confirmation using the contact email and mapped intake summary.
Gmailor swap with your favorite app
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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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