1.Monitor new form submission
Integrate Gravity Forms and form intake tools to catch each new submission and map fields to the workflow.
When new form submission arrives, missed access and delayed enrollment can frustrate learners and stall onboarding. This automation catches submissions, upserts Keap contacts, grants Kajabi access, and emails ops on provisioning failuresβso your team can onboard faster.
Integrate Gravity Forms and form intake tools to catch each new submission and map fields to the workflow.
Integrate Keap and CRM tools to search by email and continue to create or update when no match is found.
Integrate Keap and CRM tools to apply the course tag and set opt-in status, saving the contact ID downstream.
Integrate Kajabi and course delivery tools to grant the configured offer and optionally send the grant email.
Integrate Gmail and email notifications to notify operations when provisioning fails, including the submission ID and context.
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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