1.Catches intake webhook submissions
Integrate Webhooks by Zapier and webhook endpoints to receive submission details and attachment URLs for processing.
Create intake leads and split intake PDFs for submissions
Automatically catch intake submissions across Webhooks by Zapier and route PDF documents via PDF.co. Create lead records and split intake PDFs when intake webhooks arrive, include ID flags set, or submissions contain attachment URLsβso you can capture structured leads, attach the right pages, and alert the intake team without manual tracking.
How this automation creates intake leads from submissions
When intake submissions arrive with missing structure, downstream records and documents can be wrong or delayed. This automation parses fields and splits PDFs and then creates lead records and alerts on errorsβso your team can act on each submission fast.
Webhooks by Zapieror swap with your favorite app
2.Parses intake fields and pages
Integrate Code by Zapier and data mapping to parse incoming fields and decide PDF page ranges from the include ID flag.
Code by Zapieror swap with your favorite app
3.Splits PDF by requested pages
Integrate PDF.co and document processing to split the uploaded PDF into required files and return split file URLs.
PDF.coor swap with your favorite app
4.Creates lead record in your intake API
Integrate Webhooks by Zapier and lead intake APIs to post normalized contact fields and attach split documents by submission ID.
5.Sends an alert on errors
Integrate Slack and messaging alerts to notify the intake channel when posting fails with the submission ID and error summary.
Slackor swap with your favorite app
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