Client Intake and Case Management**Purpose**
1.2. Automatically capture, validate, categorize, and transfer data to internal case management systems for faster onboarding.
1.3. Notify appropriate caseworkers upon submission and auto-create client records with attached form data and documents.
1.4. Integrate with e-signature, verification, and scheduling to enable a complete end-to-end processing chain.
1.5. Reduce manual errors, eliminate paper workflows, and enable audit trails for compliance and reporting.
**Trigger Conditions**
2.2. Receipt of email with attached or linked completed form.
2.3. Upload to dedicated intake folder in cloud storage.
2.4. Creation of intake record in CRM or triggering status change.
**Platform Variants**
3.1. **Google Forms**
• Trigger: On form submission via Google Forms API
• Feature/Setting: Configure Google Forms webhook to send response to endpoint.
3.2. **Typeform**
• Trigger: On Typeform completion Webhook
• Feature/Setting: ‘Configure webhook’ under Typeform > Connect panel.
3.3. **Jotform**
• Trigger: New submission via Jotform API
• Feature/Setting: Enable ‘Webhook’ integration and input automation endpoint.
3.4. **Formstack**
• Trigger: Form submission event
• Feature/Setting: Setup External Integrations > Webhooks or API Push.
3.5. **Microsoft Forms**
• Trigger: Form submission captured via Microsoft Graph API
• Feature/Setting: Use ‘When a new response is submitted’ trigger with automation endpoint.
3.6. **Wufoo**
• Trigger: New entry via Wufoo Webhook
• Feature/Setting: Admin > Notifications > Webhooks > Add Webhook.
3.7. **HubSpot**
• Trigger: New form submission in CRM
• Feature/Setting: Configure Workflow Trigger ‘Form Submission’ and connect to endpoint.
3.8. **Salesforce**
• Trigger: Web-to-Lead or Web-to-Case form submission
• Feature/Setting: Setup Web-to-Lead/Web-to-Case > Assign automation workflow.
3.9. **Zendesk**
• Trigger: New ticket creation with intake form via API
• Feature/Setting: Use API endpoint or trigger on ticket tag matching ‘intake’.
3.10. **Airtable**
• Trigger: New record in ‘Intake’ table
• Feature/Setting: Use ‘Airtable Trigger: New Record’ via Airtable API.
3.11. **DocuSign**
• Trigger: Completed envelope (e-signature form finished)
• Feature/Setting: Monitor ‘Envelope Completed’ event using DocuSign Connect.
3.12. **Dropbox**
• Trigger: File added to ‘Intake Forms’ directory
• Feature/Setting: Dropbox Webhooks API monitors folder for new files.
3.13. **Google Drive**
• Trigger: New file upload in specified folder
• Feature/Setting: Use Drive API for ‘watch’ on folder.
3.14. **Box**
• Trigger: File upload detected in Intake folder
• Feature/Setting: Configure Box Webhooks (v2) for ‘FILE.UPLOADED’.
3.15. **Slack**
• Trigger: Intake form message or upload in channel
• Feature/Setting: Monitor channel via Events API for new messages.
3.16. **Microsoft Teams**
• Trigger: Intake Doc upload or message
• Feature/Setting: Graph API to scan for file/message events in Team.
3.17. **Trello**
• Trigger: Card created on ‘Intake’ board/list
• Feature/Setting: Use ‘New Card’ webhook trigger.
3.18. **Monday.com**
• Trigger: Item created in Intake board
• Feature/Setting: API webhook on ‘Item Created’ event.
3.19. **Zoho CRM**
• Trigger: New Intake form data or lead
• Feature/Setting: CRM Webhook or Function on Lead module.
3.20. **Mailchimp**
• Trigger: Contact sign-up via embedded form
• Feature/Setting: Connected App webhook after form completion.
3.21. **Cognito Forms**
• Trigger: Form completion event
• Feature/Setting: Configure API/webhook on ‘Submit’ action.
3.22. **SurveyMonkey**
• Trigger: Survey completed event
• Feature/Setting: Integrate webhook notification on survey completion.
**Benefits**
4.2. Centralized intake monitoring and workflow initiation.
4.3. Integration of e-signature and verification for compliance.
4.4. Consistent intake process and reduced manual labor.
4.5. Enhanced response speed and client satisfaction.
4.6. Automated alerts, reminders, and follow-up task assignment.
4.7. Audit trails supporting reporting, transparency, and quality assurance.