Skip to content
Templates
Create new case and contact from intake form

Create new case and contact from intake form

Your intake forms arrive without a CRM case or merged agreement, so coordinators can't start client onboarding. It creates contact and case records and attaches merged PDFs for same-day handoff.

Create new case and contact from intake form

Workflow preview:

Zap details:

Overview

Intake submissions that aren't turned into a case or attached agreement create operational drag for coordinators and billing. This flow creates the contact and case record, generates merged CFAs/LOAs, and attaches PDFs within minutes so your intake team can action cases same day.

Create new case and contact from intake form