1.Receives intake submission
Integrate Sub-Zap by Zapier and intake forms to extract payload and map applicant, course, and funding fields into variables.
When intake submissions come in without structure, booking data stays scattered and enrollment timing slips. This automation receives intake payloads, filters funded cases, formats booking fields, and creates records in your booking tableβso your team can move faster.
Integrate Sub-Zap by Zapier and intake forms to extract payload and map applicant, course, and funding fields into variables.
Integrate Filter by Zapier and decision rules to branch on the funding flag so records follow the correct funding path.
Integrate Formatter by Zapier and data mapping to normalize applied date into booking date and prepare invoice contact fields.
Integrate Zapier Tables and record management to create a booking row and map fields into your booking table columns.
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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