1.Captures new form result
Integrate Formsite and form submission tools to capture submission fields and pass registrant details into the workflow.
Send welcome SMS and onboarding email to new registrants
Automatically monitor new form results across Formsite and Salesmsg. Send welcome SMS and onboarding email when registrations submit, form results arrive, or registrant details complete so you can welcome families quickly, deliver onboarding guidance, and trigger a check-in without manual follow-up.
How this automation accelerates onboarding outreach
When new form results arrive, delays can leave families without timely portal and payment details. This automation captures submissions, sends welcome SMS, and delivers onboarding email and later SMS check-insβso your team can keep onboarding on schedule.
Formsiteor swap with your favorite app
2.Sends welcome text message
Integrate Salesmsg and messaging templates to send an SMS using mapped phone and name fields.
Salesmsgor swap with your favorite app
3.Delays next outreach
Integrate Delay by Zapier and scheduling controls to pause the workflow for one day before the email.
Delay by Zapieror swap with your favorite app
4.Sends onboarding email
Integrate Gmail and email guidance templates to send the onboarding message to the registrant email address.
Gmailor swap with your favorite app
5.Delays check-in
Integrate Delay by Zapier and scheduling controls to pause for three weeks before the next SMS.
6.Sends SMS check-in
Integrate Salesmsg and follow-up messaging to send a brief check-in SMS to the mapped recipient phone.
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Improve parent communication with automated message sends, form follow-up, and family alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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