1.Detect form submission created
Integrate Zapier Forms and form data tools to capture new intake entries and start bid folder automation.
Create project folders from intake submissions for bids
Automatically detect project intake form submissions across Zapier Forms and Dropbox. Create and update when project intake details arrive or baseline templates are ready or attachments are submitted—so you can create folders, copy estimates, and archive uploads without manual folder setup.
How this automation protects your kickoff readiness
When project intake forms are submitted, delays can cost bid timelines. This automation creates project folders, copies baseline estimate templates, and uploads attachments automatically—so your team can start estimating immediately.
Zapier Formulareor swap with your favorite app
2.Create project folder structure
Integrate Dropbox and file organization tools to create a new project folder and standard subfolders for each submission.
Dropboxor swap with your favorite app
3.Find baseline estimate template
Integrate Dropbox and template libraries to search for the baseline estimate workbook and return the correct template file.
4.Copy template into project folder
Integrate Dropbox and document renaming tools to copy the baseline template into the project folder and rename it.
5.Loop over submitted file URLs
Integrate Looping by Zapier and attachment mapping tools to convert the form file URL array into loop items.
Looping mit Zapieror swap with your favorite app
6.Upload files into Documents
Integrate Dropbox and sharing link tools to upload each attachment into the Documents subfolder for internal review.
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Create concise project summaries from uploaded bid files
Your uploaded project files lack standardized summaries, making bids miss scope details. It delivers bid-ready summaries to estimators for faster pricing ahead of submission.
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Accelerate project bid response with automated bid intake, deadline tracking, and proposal routing
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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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