1.Detect new file in folder
Integrate Google Drive and document storage tools to detect new enrollment files in a specific folder.
Send enrollment signature request and mark student record
Automatically monitor new enrollment files in Google Drive across PDF.co, Google Sheets, Filter by Zapier, and Signaturit. Create and update when new enrollment PDF uploaded, document enters the target folder, or files become eligibleβso you can request signatures, update student status, and prevent orphan sends without manual paperwork.
How this automation speeds up enrollment signatures your records
When a new enrollment file lands in the Drive folder, delays can stall signatures and student onboarding. This automation parses documents and sends signature requests and updates your student sheet statusβso your team can move faster without chasing paperwork.
Google Driveor swap with your favorite app
2.Parses document fields
Integrate PDF.co, document parsing tools, and extraction systems to extract form fields and table items into structured output.
PDF.coor swap with your favorite app
3.Looks up matching student row
Integrate Google Sheets, contact data tools, and lookup systems to find the student row and retrieve email and name fields.
Google Sheetsor swap with your favorite app
4.Filters qualifying rows
Integrate Filter by Zapier and data validation tools to continue only when a row exists and email is present.
Filter by Zapieror swap with your favorite app
5.Creates signature request from template
Integrate Signaturit, template mapping tools, and recipient routing to create a signature request with parsed fields.
Signaturitor swap with your favorite app
6.Updates student record status
Integrate Google Sheets and spreadsheet automation tools to set the status column to a configured sent value.
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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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