1.Captures new intake submission
Integrate Gravity Forms and form field mapping to capture the submitted intake and forward the raw payload for processing variables.
Create new case and contacts from intake form
Automatically capture new intake submissions across Gravity Forms and MyCase. Create and update when intake submitted, new email captured, or phone number providedβso you can normalize contact fields, standardize jurisdiction codes, and create case and contact records without manual data entry.
How this automation creates cases from intake submissions
When intake submissions arrive, delays can stall case onboarding and create duplicate records. This automation converts form payloads into formatted contacts and standardized lookup values, then creates cases and attaches people in MyCaseβso your team can onboard clients faster.
Gravity Formsor swap with your favorite app
2.Normalizes text and phone
Integrate Formatter by Zapier and data transformation tools to normalize name casing, lowercase emails, and extract phone numbers.
Formatter by Zapieror swap with your favorite app
3.Splits full name into parts
Integrate Code by Zapier and parsing tools to split the formatted full name into first, middle, and last name parts.
Code by Zapieror swap with your favorite app
4.Looks up standardized codes
Integrate Zapier Tables and lookup tables to query jurisdiction and children indicators and return standardized codes.
Zapier Tablesor swap with your favorite app
5.Searches people and creates case
Integrate MyCase and CRM record matching to search by email or phone, create contacts when needed, and create cases.
MyCaseor 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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