We are happy to announce that intake forms are finally here! This new feature allows you to create an intake form via Cognito Forms, Jotforms, or any other form service that integrates with Zapier.

Using this feature, you can use Zapier to create a new Transaction, auto-assign the primary agent and TC, upload multiple documents, map custom fields, auto-apply Task Templates, and more.

In addition to creating new Transactions, you can also create new Contacts. So if you have a “new agent intake form”, a contact lead form, or another program where you gather leads, you can use this new feature to also create the Contact in AFrame.

Check out the demo below…