1.Captures new form submissions
Integrate Zapier Forms and entry workflows to parse incoming submissions to normalize prospect inputs.
Update prospect records with priority, dedupe and status
Automatically monitor lead form submissions across Zapier Forms. Create and update records when priority fields are submitted, duplicates are detected, or lien-check matches return—so you can prioritize triage, reduce duplicates, and keep prospect status current without manual triage.
How this automation updates prospect records
When form submission created signals unverified lead data, triage slows and duplicates slip through. This automation normalizes inputs and checks lien status, then updates prospect records with priority and status—so your team can act on the right leads fast.
Zapier Formsor swap with your favorite app
2.Extracts and reformats key values
Integrate Formatter by Zapier and data mapping tools to reformat county and recording date to produce extracted state and formatted dates.
Formatter by Zapieror swap with your favorite app
3.Normalizes submission fields
Integrate Code by Zapier and data parsing tools to trim and parse taxpayer name, address, amount, and dates to create normalized fields.
Code by Zapieror swap with your favorite app
4.Calls lien-check endpoint
Integrate Webhooks by Zapier and API tools to post normalized payload and capture match and status response to verify lien information.
Webhooks by Zapieror swap with your favorite app
5.Branches on webhook match criteria
Integrate Paths by Zapier and decision rules to continue only for qualifying webhook results to gate dedupe and status updates.
Paths by Zapieror swap with your favorite app
6.Updates prospect record with triage status
Integrate Zapier Tables and record fields to update prospect priority and status and write duplicate notes to keep lead triage ready.
Zapier Tablesor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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