1.Detect new form submission
Integrate Customer Fields and form data capture to receive the submission details and trigger participant row creation.
Create or update class participant rows from forms
Automatically create participant rows from new form submissions across Customer Fields and Microsoft Excel. Create and update when repeating participant entries appear, the submission email links to a customer, or trial products are detectedβso you can fetch customer records, parse participants, and write enrollment rows without manual workbook updates.
How this automation writes accurate enrollment rows
When new form submissions land without structured participant rows, enrollment data stays fragmented and manual fixes slow you down. This automation fetches customer records, parses repeating participants, and creates or updates worksheet rowsβso your team can keep enrollments current without spreadsheet work.
Customer Fieldsor swap with your favorite app
2.Fetch and assemble customer record
Integrate Code by Zapier and customer lookup logic to fetch the full customer record and build the participants string.
Code by Zapieror swap with your favorite app
3.Convert participants into line-items
Integrate Formatter by Zapier and data transformation to convert the participants string into per-participant line-items.
Formatter by Zapieror swap with your favorite app
4.Iterate each participant line
Integrate Looping by Zapier and looping controls to process each line-item with a dedicated loop payload.
Looping by Zapieror swap with your favorite app
5.Parse participant line into fields
Integrate Code by Zapier and data parsing to split each participant line into names, DOB, school year, gender, and details.
6.Resolve product and trial mapping
Integrate Zapier Tables and reference lookups to resolve product or trial mapping by province code when needed.
Zapier Tablesor swap with your favorite app
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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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