Recipe No. 14 · Operations
Intake form to patient/client record
Turn new intake form submissions into an organized record and a staff task.
- Plan needed
- Make: Core from $12/mo per Axis Consulting; a free tier may cover low volume. Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Airtable 'Create a Record' mapping contact…
- Step 3Trello/Asana 'Create Task'
- Step 4Privacy
- Step 5Test with a dummy submission
Ingredients
- Jotform (HIPAA-enabled plan if US healthcare) or Google Forms
- Make.com
- Airtable or Google Sheets
- Task tool (Trello, Asana)
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: Jotform 'Watch for Submissions'.
- Airtable 'Create a Record' mapping contact details and reason for visit.
- Trello/Asana 'Create Task': 'Review intake for {name}' due tomorrow.
- Privacy: for protected health info, confirm each tool will sign a BAA (US) or meets your local rules before using real data; otherwise keep only scheduling details in automations.
- Test with a dummy submission.