1.Detect new intake submission
Integrate Cognito Forms, form fields, and intake routing to detect a new client intake entry.
Create client folder and starter documents for new intake
Automatically monitor new intake submissions across Cognito Forms. Create and update client records and file packages across Google Sheets, Google Drive, DocMerger, and Square when entries come in, so you can organize folders, generate PDFs, and track documents without manual paperwork.
How this automation assembles initial documents fast
When new intake entries arrive in Cognito Forms, delays can stall client onboarding and document readiness. This automation finds or creates tracking rows, builds client folders and subfolders, generates templated PDFs, uploads files, and updates Square customer records—so your team can move forward without chasing files.
Cognito-Formulareor swap with your favorite app
2.Find or create tracking row
Integrate Google Sheets and sheet lookups to match by full name and map intake fields into a tracking row.
Google Sheetsor swap with your favorite app
3.Find or create client folder
Integrate Google Drive and folder management to create a client folder and an Initial Documents subfolder.
Google-Laufwerkor swap with your favorite app
4.Generate PDFs from templates
Integrate DocMerger and pdf template placeholders to generate required templated documents for the intake.
DocMergeror swap with your favorite app
5.Upload generated PDFs
Integrate Google Drive and file storage to upload merged PDFs and capture uploaded file references for logging.
6.Find or create Square customer
Integrate Square and billing notes to create or update a customer record and attach document references.
Squareor swap with your favorite app
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Accelerate legal document creation with automated template population, record routing, and file delivery
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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