1.Detect new submission
Integrate Jotform and form submission capture to detect new intake fields and start the deal matching workflow.
Update deal and generate retainer documents from form
Automatically monitor Jotform new submission across Zoho CRM and document tools. Create and attach retainer documents when new submission received, product selection submitted, or intake fields completedβso you can update deal records, log notes, and send signed PDFs without manual data entry.
How this automation accelerates retainer document delivery
When new submissions arrive without a matched deal, delays can slow document turnaround. This automation finds the right deal, updates deal fields and notes, formats dates, generates merged PDFs, and attaches and emails retainer documentsβso your team can close the loop faster.
Jotformor swap with your favorite app
2.Find deal by case reference
Integrate Zoho CRM and CRM search tools to look up the deal record by case reference and continue when found.
Zoho CRMor swap with your favorite app
3.Update deal and create note
Integrate Zoho CRM and CRM field mapping to update product selections and intake fields and to create a submission note.
4.Format dates for templates
Integrate Formatter by Zapier and date formatting tools to standardize signed and submitted dates for document templates.
Formatter by Zapieror swap with your favorite app
5.Create document merge PDFs
Integrate Formstack Documents and document merge tools to generate retainer PDFs and download the merged file.
Formstack Documentsor swap with your favorite app
6.Attach merged PDFs to deal
Integrate Zoho CRM and file attachment tools to attach the merged PDF to the found or created deal record.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
See how teams are automating with Zapier (and loving it!)
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