1.Captures new submission fields
Integrate Jotform Enterprise and form intake tools to capture submission fields to populate referral intake data.
Create incoming referral cards for new form submissions
Automatically capture new referral form submissions across Jotform Enterprise and Zapier Tables. Create incoming referral cards and enrich them with matching situation summaries and partner detailsβso you can qualify faster and avoid manual intake.
How this automation creates referral intake cards
When new referral form submissions arrive, delays can stall qualification and ownership. This automation captures submission details, enriches them with situation and partner lookups, and creates a Trello intake cardβso your team can act immediately.
Jotform Enterpriseor swap with your favorite app
2.Finds current situation record
Integrate Zapier Tables and lookup tables to find the current situation summary to enrich the card description.
Zapier Tablesor swap with your favorite app
3.Finds referral partner record
Integrate Zapier Tables and lookup tables to find the referral partner details to enrich labels and tags.
4.Creates intake card in Trello
Integrate Trello and project boards to create a new card at the top of the intake list for fast routing.
Trelloor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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