Purpose
1. To automate the intake of hydraulic engineering project requests using online web forms.
2. Automates data collection, client qualification, and initial triage for project onboarding.
3. Enables hydraulic engineer offices to rapidly capture detailed project requirements, key contacts, site data, and regulatory information.
4. Seamlessly routes request data to appropriate hydraulic engineering teams and automates creation of follow-up tasks, notifications, and document generation.
5. Reduces manual labor by automating form submissions, error checking, and instant notifications, streamlining client onboarding.
Trigger Conditions
1. Automatedly triggered when a prospective client or internal stakeholder submits a web form through designated landing pages or portals.
2. Automates initiation when new entry detected in Google Forms, Typeform, or custom forms embedded on company website.
3. Automates action upon webhook event or API callback from third-party form providers or CMS.
Platform Variants
1. Google Forms
- Feature/Setting: Use Form Submit trigger in Google Workspace API; automate retrieval and forwarding of response data.
2. Typeform
- Feature/Setting: Typeform webhook/API triggers on form completion; automate piping responses to document or CRM system.
3. Jotform
- Feature/Setting: Enable webhook endpoint in Jotform settings; automate forwarding of submission JSON to workflow.
4. Microsoft Forms
- Feature/Setting: Automate with Microsoft Graph API; configure form response trigger to fetch and process responses.
5. Gravity Forms (WordPress)
- Feature/Setting: Enable Gravity Forms Webhook Add-On; automate process initiation upon form submission.
6. Wufoo
- Feature/Setting: Webhook notification; automate sending POST data to workflow URL on form completion.
7. Cognito Forms
- Feature/Setting: Automate export of entries through Cognito’s API integration.
8. Zoho Forms
- Feature/Setting: Zoho Forms API/webhook; automate triggering next steps when entry detected.
9. Formstack
- Feature/Setting: Webhook support; automate intake with new submission triggers.
10. Airtable Forms
- Feature/Setting: Automate Airtable API to watch for new records in form-linked base.
11. HubSpot Forms
- Feature/Setting: HubSpot Forms API endpoint; automate intake by triggering on new submission.
12. Salesforce Web-to-Lead
- Feature/Setting: Configure Web-to-Lead form; automate creation of new Lead record.
13. Formsite
- Feature/Setting: Automated post-submission webhooks to transfer request to intake pipeline.
14. SurveyMonkey
- Feature/Setting: Use SurveyMonkey Webhook/Event API to automate response pull.
15. FormAssembly
- Feature/Setting: Automation via FormAssembly Connector; post responses to CRM or ticketing app.
16. Paperform
- Feature/Setting: Automated webhook notifications for every form entry.
17. Ninja Forms
- Feature/Setting: Use Webhook or Zapier integration to automate handoff upon form submission.
18. Smartsheet Forms
- Feature/Setting: Automated intake using Smartsheet API — monitor sheet for new rows.
19. Klaviyo Forms
- Feature/Setting: Webhook integration; automate segmentation and notification on submit.
20. Mailchimp Forms
- Feature/Setting: Use Mailchimp API Events/Webhooks for automated notification and workflow trigger.
21. Cognito Forms
- Feature/Setting: Automated processing using entry created webhook.
22. Freshdesk Forms
- Feature/Setting: Connect via Freshdesk API to automate ticket/lead intake.
23. Integrately
- Feature/Setting: Automate intake mapping with one-click recipe from any web form to CRM or database.
24. Zapier Webhooks
- Feature/Setting: Catch Hook URL configuration to automatically grab form data and automate flow entry.
25. Make (Integromat)
- Feature/Setting: Webhook module listens for form events, automates entire next-step process.
Benefits
1. Automates data collection and entry, reducing manual errors and labor costs.
2. Automates routing of project requests to specialized hydraulic teams based on form content.
3. Enables rapid qualification and prioritization of engineering projects.
4. Automates notification to all relevant stakeholders instantly.
5. Automates document generation and client acknowledgment upon intake.
6. Centralizes request records for compliance, audit, and analytics.
7. Automates tracking and archiving, strengthening onboarding and client communication.
Client & Project Onboarding Automation