1.Detect new customer
Integrate Teachworks and customer records to trigger the workflow when a new customer is created.
Send welcome email to new students and guardians
Automatically monitor new customer creation across Teachworks. Send welcome emails to students and guardians when student or guardian contact is linked, and send both messages, personalize greetings, and prevent duplicate outreachβso you can reduce manual outreach.
How this automation sends welcome emails faster
When new customers are created in Teachworks, welcome messages can get delayed and miss the best onboarding window. This automation finds associated student and guardian contacts and sends a standardized welcome emailβso your team can scale parent communication without chasing records.
Teachworksor swap with your favorite app
2.Find linked student and guardian
Integrate Teachworks and lookup tools to find associated student records and return student and guardian contact emails.
3.Send welcome email to recipients
Integrate Gmail and email delivery tools to send the welcome message to student and guardian emails when present.
Gmailor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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