1.Watch for form submission created
Integrate Zapier Forms and form capture tools to detect new submissions and to route them into the formatter process
Create new enquiry matter and contacts from forms
Automatically detect form submissions across Zapier Forms, Formatter by Zapier, Zapier Tables, Actionstep, Microsoft Office 365, and ClickSend SMS. Create and update when name details change, contact info validates, or intake notes arriveβso you can normalize contacts, record traceable intake, and open assigned matters without manual intake coordination.
How this automation accelerates intake matters
When new form submissions arrive, intake can pile up and coordinators may miss same-day triage windows. This automation captures enquiries and normalizes contact data, then creates records and opens assigned mattersβso your team can respond faster.
Zapier Formsor swap with your favorite app
2.Normalize contact data for intake
Integrate Formatter by Zapier and data validation tools to normalize contact fields and to clean validated contact details
Formatter by Zapieror swap with your favorite app
3.Create intake record in table
Integrate Zapier Tables and audit trail tools to create a record and to store submission traceability
Zapier Tablesor swap with your favorite app
4.Create contact and open matter
Integrate Actionstep and CRM-style contact lookup to find or create a contact and to open an assigned intake matter
Actionstepor swap with your favorite app
5.Create contact in Office 365
Integrate Microsoft Office 365 and contact management tools to create the contact and to prepare it for messaging lists
Microsoft Office 365or swap with your favorite app
6.Add phone to ClickSend SMS list
Integrate ClickSend SMS and audience tools to add the phone number and to attach the table reference as a note
ClickSend SMSor swap with your favorite app
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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