Automated intake forms collection

Purpose

1.1. Automate the collection, processing, and storage of client intake forms for artists, streamlining the onboarding process.
1.2. Automates information gathering: contact details, creative requirements, project scope, timelines, and consent.
1.3. Enables automated assignment and notification to internal teams for review, approval, and scheduling.
1.4. Automating follow-ups and reminders to incomplete forms to maximize response rates and data quality.
1.5. Centralizes client communication and documentation in the creative workflow.

Trigger Conditions

2.1. New client inquiry via website, email, or social platform.
2.2. Submission of a contact or booking form.
2.3. Manual data entry by staff for walk-in or event participants.
2.4. Automated reminder after an incomplete submission/timed interval.

Platform Variants

3.1. Typeform
• Feature/Setting: Webhook for new submission; configure the webhook in Typeform’s Connect panel to send data when a form is submitted.

3.2. Google Forms
• Feature/Setting: Apps Script or Google Forms “On Submit” trigger; configure script to send responses to workflow endpoint.

3.3. Jotform
• Feature/Setting: Webhook integration; set up Jotform webhook to automate transmission on submit event.

3.4. Gravity Forms (WordPress)
• Feature/Setting: Webhook Add-On; enable automation for new entry events, mapping fields to API calls.

3.5. Cognito Forms
• Feature/Setting: Webhook; configure submission automation to send JSON on completion.

3.6. Formstack
• Feature/Setting: Formstack Integration; trigger flows on submission to automate client data routing.

3.7. Airtable Forms
• Feature/Setting: Automations; set automation to trigger when new row is added to a table via form.

3.8. Zoho Forms
• Feature/Setting: Zoho Flow/Webhook; automate on form submission for task creation and email alerts.

3.9. Microsoft Forms
• Feature/Setting: Power Automate flow; trigger on new form submission to automate dataset pipelines.

3.10. Wufoo
• Feature/Setting: Webhooks; capture and automate submission events to external workflow endpoints.

3.11. Slack
• Feature/Setting: Incoming Webhooks/API; automate notifications and intake via Slack workflow builder.

3.12. Zapier
• Feature/Setting: “Catch Hook” trigger; automate intake by connecting form submission events.

3.13. HubSpot Forms
• Feature/Setting: Workflow Automation; automate follow-ups and assignments from new form entries.

3.14. Intercom
• Feature/Setting: Custom Bot + Webhook; collect initial client info and automate intake.

3.15. Mailchimp
• Feature/Setting: Signup Form Automation; trigger audience entry workflows on new form submissions.

3.16. Salesforce Web-to-Lead
• Feature/Setting: Lead Assignment Rules; automate intake distribution and follow-up.

3.17. Trello
• Feature/Setting: Butler Automation; create new cards automatically on form receipt.

3.18. Monday.com
• Feature/Setting: Form submission trigger; automate board updates and email automations.

3.19. Asana
• Feature/Setting: Asana Forms + Rules automation; automate new task/project creation from intake.

3.20. Pipedrive
• Feature/Setting: Web Forms + Zapier integration; automate deal, lead, and activity creation.

3.21. Notion
• Feature/Setting: Notion Forms + Zapier; automate addition of new intake data to workspace database.

Benefits

4.1. Automates manual onboarding, eliminating data entry errors.
4.2. Speeds up response and follow-up, automating reminders for higher completion rates.
4.3. Centralizes client info for easier access, automating the creative management process.
4.4. Ensures no inquiries are missed thanks to automatable task routing and assignment.
4.5. Improves professionalism and client experience with automated, timely communications.