1.Monitor form submissions created
Integrate Zapier Forms and form intake fields to capture carrier research details and map them to intake variables.
Create carrier research record and prepare email payload
Automatically capture carrier research intake across Zapier Forms and Zapier Tables. Create and update records and generate a deterministic JSON email payload when carrier research intake arrives, submissions are created, or intake fields are submittedβso you can reduce manual data entry, enrich lookup arrays, and draft emails without paperwork.
How this automation accelerates carrier research follow-up
When carrier research intake is submitted, manual retyping slows updates and delays outreach. This automation creates a research record and runs table lookups and generates a deterministic JSON payloadβso your team can draft emails faster.
Zapier Formsor swap with your favorite app
2.Formats submission created date
Integrate Formatter by Zapier and date formatting tools to standardize the submission date and pass it downstream.
Formatter by Zapieror swap with your favorite app
3.Creates research submission record
Integrate Zapier Tables and record storage to create a new research submission record and map intake columns.
Zapier Tablesor swap with your favorite app
4.Finds lookup records for research
Integrate Zapier Tables and data lookup workflows to run three configured searches and pass raw outputs as arrays.
5.Runs email prep agent payload
Integrate Agents and AI payload generation to produce one deterministic JSON payload with fallbacks for missing lookups.
Agentsor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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