1.Captures new intake submission
Integrate Jotform and form routing tools to read submission fields and map the learner email and name for lookup.
When intake submissions arrive, course access delays can happen while teams search accounts and assign bundles manually. This automation checks learner identity, assigns course bundles when eligible, and notifies ops when a match is missingβso coordinators can move fast.
Integrate Jotform and form routing tools to read submission fields and map the learner email and name for lookup.
Integrate LearningSuite and analytics tools to search for the learner account by submission email and pick the first match.
Integrate LearningSuite and education ops rules to map bundle choices into the platform bundle assignment action.
Integrate Slack and team collaboration tools to post a conditional channel message with the submission summary.
Integrate Email by Zapier and inbox workflow tools to send an optional verification email when no user is found.
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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