1.Receives case payload
Integrate Webhooks by Zapier and workflow automation tools to map submission ID and case reference to the intake flow.
Send required court or agency document request to client
Automatically catch case-stage webhook payloads across Webhooks by Zapier. Send required client document requests when configured case types arriveβso you can attach guidance, send targeted emails, and update request status without manual follow-ups.
How this automation accelerates your client document requests
When case-stage webhooks arrive without a clear document request workflow, intake stalls and response deadlines slip. This automation routes configured requests, attaches guidance, and sends emails while updating Airtableβso your team can request documents faster.
Webhooks by Zapieror swap with your favorite app
2.Filters for document case types
Integrate Filter by Zapier and workflow branching tools to continue only for configured case types that require client documents.
Filter by Zapieror swap with your favorite app
3.Locates guidance PDF or template
Integrate Google Drive and file management tools to find the guidance PDF or template and prepare it for email attachment.
Google Driveor swap with your favorite app
4.Finds case and updates request
Integrate Airtable and database tools to match case reference, set request status, and store the request timestamp.
Airtableor swap with your favorite app
5.Sends targeted client email
Integrate Gmail and email templating tools to send the case-specific request email with attachments and a return upload link.
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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