1.Detect updated enrollment record
Integrate Zengine to detect updated enrollment records and start eligibility routing for each submission.
Move enrollment records and email families upon verification
Automatically monitor Zengine updated record submissions across Zengine, Gmail, and Zapier tools. Route only qualifying enrollments, verify eligibility and capacity, update the enrollment folder, and email families automaticallyβso you can reduce manual follow-up.
How this automation verifies eligibility and updates records fast
When Zengine updated record arrives, invalid routing or delayed outreach can create enrollment confusion. This automation filters submissions and normalizes fields, verifies eligibility and capacity, updates the enrollment folder, and emails familiesβso your team can act immediately.
Zengineor swap with your favorite app
2.Continue only qualifying submissions
Integrate Filter by Zapier to continue only qualifying submissions based on submitted state and district match.
Filter by Zapieror swap with your favorite app
3.Wait for record writes to settle
Integrate Delay by Zapier to wait 2 minutes so record writes settle before eligibility lookups run.
Delay by Zapieror swap with your favorite app
4.Normalize grade and date fields
Integrate Formatter by Zapier to normalize submitted grade and DOB into eligibility-ready grade and age values.
Formatter by Zapieror swap with your favorite app
5.Verify and update enrollment folder
Integrate Zengine to search student and program records and update the enrollment folder based on eligibility and capacity.
6.Email families when folder changes
Integrate Gmail to send templated family notifications and BCC student records when the folder field changes.
Gmailor swap with your favorite app
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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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