1.Captures new entry fields
Integrate Cognito Forms and form submission tools to capture phone, email, timestamp, and session fields for the flow.
When attendance form submissions come in without matching, attendance records stay outdated and coordinators spend time reconciling sheets. This automation captures form fields, finds participant rows and updates session attendance in Microsoft Excelβso your team can track attendance fast.
Integrate Cognito Forms and form submission tools to capture phone, email, timestamp, and session fields for the flow.
Integrate Microsoft Excel and spreadsheet lookup tools to find the matching participant row by phone or email.
Integrate Paths by Zapier and branching logic tools to route the flow to the correct session path based on session.
Integrate Microsoft Excel and spreadsheet writing tools to update the attendance column with a standardized marker.
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.
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