1.Detect intake form submission
Integrate Zapier Forms and intake form workflows to watch for new submissions and trigger intake processing.
Create client contact and file intake for onboarding
Automatically monitor form submission created across Zapier Tables, Redtail CRM, Microsoft SharePoint, and Microsoft Outlook. Create and update when intake form details are captured, files are included, or documents need routingβso you can create contacts, upload files, and notify advisors without manual data entry.
How this automation accelerates client onboarding setup
When form submissions are created, onboarding can stall due to scattered intake details and slow document handling. This automation creates contacts and uploads files and notifies the assigned advisorβso your team can start onboarding faster.
Zapier Formsor swap with your favorite app
2.Find the assigned advisor
Integrate Zapier Tables and data lookup tools to look up the assigned advisor and return email and intake folder identifier.
Zapier Tablesor swap with your favorite app
3.Create contact in Redtail CRM
Integrate Redtail CRM and CRM field mapping to create a contact and set status and advisor IDs.
Redtail CRMor swap with your favorite app
4.Loop over submitted file URLs
Integrate Looping by Zapier and file URL iteration to loop each file URL and map file names for upload.
Looping by Zapieror swap with your favorite app
5.Upload files to intake directory
Integrate Microsoft SharePoint and document storage directories to upload each file into the advisor intake folder with rename on conflict.
Microsoft SharePointor swap with your favorite app
6.Notify advisor by email
Integrate Microsoft Outlook and email notification tools to send an advisor email and include uploaded document details.
Microsoft Outlookor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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