1.Capture new registration submission
Integrate Cognito Forms and form submission tools to capture new registration entries and uploaded documents for enrollment records.
Create complete student enrollment records from registration forms
Automatically capture new student registration submissions across Cognito Forms, Formatter by Zapier, and Airtable. Create and update enrollment records when guardians register, so you can validate submissions, match contacts, and onboard admissions without manual data entry.
How this automation validates enrollment records
When new registration forms come in without structured records, admissions onboarding slows and data errors spread. This automation captures submissions, normalizes guardian emails, finds matches, and creates or updates registration and guardian recordsβso your team can start enrollment faster.
Cognito Formsor swap with your favorite app
2.Normalize guardian email to match key
Integrate Formatter by Zapier and data transformation tools to normalize parent email and create a consistent match key.
Formatter by Zapieror swap with your favorite app
3.Find existing guardian record
Integrate Airtable and CRM lookup tools to search the Leads table for a matching guardian record by normalized email.
Airtableor swap with your favorite app
4.Create or update registration record
Integrate Airtable and record management tools to create or update registration details, guardian fields, and document links.
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Explore all student enrollment management automations
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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