The Generate Intake Form Link action allows you to automatically generate an intake form link when a workflow runs. You can then use the generated link in an automated email to send the appropriate intake form directly to a client.
This helps streamline client intake by removing the need to manually generate and send intake form links. You can configure workflows to generate the appropriate form based on specific triggers, such as a new lead, matter, or change in the intake process.
How to Add the Generate Intake Form Link Action
Open Workflows from the left navigation menu.
Create a new workflow or open an existing workflow.
Configure the workflow Trigger and any required Conditions.
Click Add Action.
Select Generate Intake Form Link.
Select the intake form you want to generate a link for.
Configure any other available options.
Save the action.
Add an email action to send the generated link to the client.
Publish or activate the workflow.
Configuring the Generate Intake Form Link Action
After selecting Generate Intake Form Link, select the intake form that should be generated when the workflow runs.
a. Map Matter/Lead ID
Map the Matter/Lead ID using the appropriate value from the workflow trigger. This associates the generated intake form link with the relevant lead or matter.
b. Select the Intake Form
Choose the intake form for which you want to generate the link.
The workflow will generate a unique link for the selected intake form. You can then use this link in a subsequent workflow action, such as an email, to deliver the form to the appropriate client.
For information on configuring the Send Email action, see the separate guide on how to configure the Send Email action.
Note: It is important to click the Mapped Field option and select the value generated by the Generate Intake Form Link action. This will insert the intake form link into the email, allowing the client to access and complete the form directly.