1.Catches incoming web submission
Integrate Webhooks by Zapier and form parsing tools to receive the incoming submission and to parse applicant and program fields.
When incoming form and web submission arrives, delays can leave prospects waiting for onboarding. This automation captures submissions and creates records and sends program welcome emailsβso your team can move applicants forward without manual entry.
Integrate Webhooks by Zapier and form parsing tools to receive the incoming submission and to parse applicant and program fields.
Integrate Zapier Tables and database lookup tools to match by email and configured program and to create missing prospect records.
Integrate Filter by Zapier and routing logic to continue only when submission origin matches your configured source.
Integrate Google Sheets and spreadsheet mapping tools to create a row in your enrollment worksheet with PDF or agreement fields.
Integrate Microsoft Outlook and email attachment tools to send program-specific welcome emails and attach the provided PDF link.
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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