1.Detect updated term records
Integrate Salesforce and CRM workflow data to watch for updated term records that require provisioning.
Create and update enrollment term records in LMS
Automatically detect term records updated in Salesforce across CRM and LMS provisioning systems. Create and update when provision flags are set, last-sync timestamps go stale, or term updates qualifyβso you can compute access windows, push term dates to the LMS, and write CRM sync status without manual provisioning.
How this automation updates your LMS enrollments
When term records are updated without fresh provisioning, students and staff can lose access at the wrong time. This automation filters qualifying records, computes role-specific windows, provisions terms in the LMS, and updates CRM sync-status fieldsβso your team can keep enrollment terms accurate.
Salesforceor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and provisioning logic tools to continue only when provision flags and freshness checks pass.
Filter by Zapieror swap with your favorite app
3.Build comparison timestamps
Integrate Formatter by Zapier and date processing tools to map now to an adjusted timestamp for freshness checks.
Formatter by Zapieror swap with your favorite app
4.Compute role-specific windows
Integrate Code by Zapier and enrollment rules to compute ISO term start and end datetimes with role overrides.
Code by Zapieror swap with your favorite app
5.Create or update terms in LMS
Integrate Webhooks by Zapier and LMS API calls to GET then POST or PUT terms using computed date payloads.
Webhooks by Zapieror swap with your favorite app
6.Update CRM sync status
Integrate Salesforce and CRM sync tracking tools to update sync-status fields and last-sync timestamps from LMS responses.
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