1.Monitors new form entry
Integrate WPForms and form intake tools to capture submission payloads and dedupe keys to create client records.
Create client records from intake forms for bookings
Automatically capture new form entries across WPForms and Chekkit. Create and update contacts when submissions arrive, emails are provided, or attachments are uploaded β so you can confirm consultations, share contact links, and preserve submission details without manual data entry.
How this automation creates client contacts
When new intake submissions are missed, coordinators lose visibility and consultations slow down. This automation captures WPForms submissions, formats attachments, creates Chekkit contacts, and posts a group chat alertβso your team can confirm consultations faster.
WPFormsor swap with your favorite app
2.Formats submission attachments
Integrate Formatter by Zapier and attachment parsing tools to transform files and multi-line text into upload-ready attachments.
Formatter by Zapieror swap with your favorite app
3.Creates contact record
Integrate Chekkit and contact management systems to map fields and create a contact with notes and uploaded attachments.
Chekkitor swap with your favorite app
4.Sends coordinators chat alert
Integrate Chekkit and team chat tools to send a group message with the contact link and submission summary for quick review.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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