1.Monitors new form entries
Integrate Cognito Forms and intake form workflows to use the entry fields for merge data in your Agent of Record letter.
Create agent of record letter and start intake
Automatically monitor new entries across Cognito Forms, Filter by Zapier, Formstack Documents, SMTP by Zapier, and Trello. Create merged Agent of Record letters and email them with attachments or links and open intake tracking cards when aor requested, effective date added, or qualifying form entry submitted—so you can protect intake timelines and reduce manual reporting and follow-up without manual intake coordination.
How this automation accelerates agent of record intake
When new entries arrive in Cognito Forms, delayed letters and manual follow-up stall intake. This automation creates merged PDFs and routes them to submitters and intake cards—so your team can move Agent of Record requests faster.
Cognito-Formulareor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and validation rules to continue only when an Agent of Record request and effective date are present.
Filter von Zapieror swap with your favorite app
3.Creates merged Agent of Record PDF
Integrieren Sie Formstack Documents and document merge templates to map fields and generate a PDF in a document URL.
Formstack-Dokumenteor swap with your favorite app
4.Sends AOR letter to submitter
Integrieren Sie SMTP by Zapier and email delivery tools to send the merged PDF to the submitter in the PDF URL.
SMTP von Zapieror swap with your favorite app
5.Creates intake tracking card
Integrate Trello and intake trackers to create a card with due dates, document links, and signed AOR checklist items.
Trelloor swap with your favorite app
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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.
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