Form Lead to Review Queue JSON Brief

Plan a lead intake Zap with validation and a reviewable CRM record. Customize a structured brief.

By PromptHelp

{
  "brief_type": "automation_planning_brief",
  "request": "Build a draft Zap: when a new response arrives in [FORM APP], check that email and consent fields are present. Find the contact by email in [CRM APP] and create or update a lead with name, source and submitted interests. Add a review task in [TASK APP]. Skip incomplete submissions and duplicates. Show field mappings and a sample test; keep the Zap unpublished for my review.",
  "trigger": {
    "app": "[FORM APP]",
    "event": "new form response"
  },
  "actions": [
    "validate email and consent",
    "find or update CRM lead",
    "create review task"
  ],
  "deduplication": "contact email and submission ID",
  "test_cases": [
    "complete response",
    "missing consent",
    "duplicate response"
  ],
  "publish_after_review": false
}

How to use this prompt

This JSON documents your automation request; it is not an importable Zap or API payload. Replace the example values and copy the "request" value into Zapier Copilot. Review app connections, mappings and test results before publishing.