1.Runs on the daily schedule
Integrate Schedule by Zapier and automation scheduling tools to run your update process on time.
When the daily schedule fires, stale adviser CPD and compliance choices can confuse applicants. This automation finds active advisers, builds sorted option labels, and posts the updated options to each intake formβso your team can publish current choices without manual updates.
Integrate Schedule by Zapier and automation scheduling tools to run your update process on time.
Integrate Zapier Tables and database search tools to find active advisers and roles for option creation.
Integrate Formatter by Zapier and data transformation tools to join first and last names into option lines.
Integrate Code by Zapier and sorting tools to alphabetize options and return a single delimited string.
Integrate Webhooks by Zapier and form update endpoints to overwrite each intake form question options field.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.