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.
Formulaires Cognitoor 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 by Zapieror swap with your favorite app
3.Creates merged Agent of Record PDF
Intégrer Formstack Documents and document merge templates to map fields and generate a PDF à a document URL.
Documents Formstackor swap with your favorite app
4.Sends AOR letter to submitter
Intégrer SMTP by Zapier and email delivery tools to send the merged PDF to the submitter à the PDF URL.
SMTP par 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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Accelerate legal letter delivery with automated draft creation, matter data pulls, and client-ready routing
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Étape 1
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Étape 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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