1.Monitors new intake submissions
Integrate Cognito Forms and intake form processing to pull new submission data for matching and traceability.
Create central dispute record and link original entry
Automatically converts regional intake submissions into a single dispute case record across Cognito Forms and Formatter by Zapier. Create and update central records when new entry submissions arrive, normalize submitted dates, and write master record IDs back to the intake for audit-ready triage.
How this automation builds authoritative dispute records
When new regional dispute intake submissions arrive, duplicates and missing linkage slow triage and reporting. This automation pulls intake data, normalizes dates, creates a central case entry, and updates the original intake with the master record IDβso your team can respond faster with one authoritative record.
Cognito Formsor swap with your favorite app
2.Normalizes submitted date fields
Integrate Formatter by Zapier and date normalization to standardize submitted date fields into ISO UTC outputs.
Formatter by Zapieror swap with your favorite app
3.Creates central dispute record
Integrate Cognito Forms and case management to create a new central dispute entry and map source fields to case fields.
4.Updates intake with master record ID
Integrate Cognito Forms and record linking to write the newly created central record ID back to the intake entry.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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