1.Detect new form submission
Integrate Customer Fields, and CRM enrichment tools to enrich submission details and to prepare participant roster inputs.
Add trial class registrants to centralized participant roster
Automatically catch trial class registrant form submissions across Customer Fields, Code by Zapier, Zapier Tables, and Microsoft Excel. Create and update roster entries when submissions arrive, emails enrich customer details, or product metadata matches trial-year criteriaβso you can reduce manual data entry, speed up participant parsing, and keep scheduling-ready records without manual paperwork.
How this automation centralizes your participant roster
When trial class registrant submissions arrive, delays can leave rosters incomplete and scheduling plans off. This automation enriches details, parses participants, finds product metadata, and creates or updates Excel rowsβso your team can keep enrollment data accurate.
Customer Fieldsor swap with your favorite app
2.Enrich submission customer details
Integrate Code by Zapier, and Customer Fields API to enrich submission data to build consolidated customer and participants text.
Code by Zapieror swap with your favorite app
3.Convert participants text to line-items
Integrate Formatter by Zapier, and data transformation tools to convert participants text into a line-item array for iteration.
Formatter by Zapieror swap with your favorite app
4.Find product metadata for roster
Integrate Zapier Tables, and filtering rules to find matching product metadata to populate roster columns with trial details.
Zapier Tablesor swap with your favorite app
5.Iterate participants and parse fields
Integrate Looping by Zapier, and Code by Zapier to parse each loop item into structured participant fields for the roster.
Looping by Zapieror swap with your favorite app
6.Create or match roster row
Integrate Microsoft Excel, and spreadsheet lookup tools to match academic id and to create a new workbook row when needed.
Microsoft Excelor swap with your favorite app
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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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