1.Monitor new consult files in folder
Integrate Google Drive and file intake workflows to detect new consult spreadsheets and capture intake file URLs for processing.
Add consult file to client intake and route lead
Automatically monitor new consult files in your intake folder across Google Drive, Google Sheets, and Webhooks by Zapier. Create and update when consult spreadsheets are uploaded or intake fields are found or email matches shiftβso you can extract intake data, rename and archive files, and send lead payloads without manual data entry.
How this automation accelerates your lead intake
When new files land in your consult intake folder, intake details stay trapped in attachments and slow response times. This automation looks up the intake row, renames and archives the spreadsheet, and posts a structured lead payloadβso your team can route leads faster.
Google Driveor swap with your favorite app
2.Lookup intake fields in sheet
Integrate Google Sheets and spreadsheet data mapping to lookup the primary intake row and normalize client and intake answers.
Google Sheetsor swap with your favorite app
3.Update spreadsheet filename
Integrate Google Drive and naming conventions to rename the file using the created date and mapped client name.
4.Move file to archive folder
Integrate Google Drive and storage organization to move renamed spreadsheets into the archived intake folder.
5.Post lead payload to endpoint
Integrate Webhooks by Zapier and intake processing to post mapped intake fields and the spreadsheet URL for CRM action.
Webhooks by Zapieror swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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