1.Monitor new appointment
Integrate Acuity Scheduling and scheduling tools to capture appointment details and map them into your workflow inputs.
Update enrollment and create follow-up tasks from bookings
Automatically monitor new appointment bookings across Acuity Scheduling. Automatically create and update enrollment records, schedule session events, and generate follow-up tasks when info session appointments are created, appointment types match, or booking details are captured β so you can prevent manual intake, reduce missed follow-ups, and keep enrollment data current without manual data entry.
How this automation updates enrollment and accelerates follow-up
When new info session bookings land, delays can disrupt orientation scheduling and leave intake staff chasing details. This automation captures appointments, formats follow-up due dates, filters eligible bookings, updates enrollment records, schedules session events, and creates follow-up tasksβso your team can move faster.
Acuity Schedulingor swap with your favorite app
2.Format dates for follow-up
Integrate Formatter by Zapier and date utilities to create formatted appointment dates and compute a follow-up due date.
Formatter by Zapieror swap with your favorite app
3.Allow only configured info sessions
Integrate Filter by Zapier and rule-based filtering to continue only for configured info session appointment types.
Filter by Zapieror swap with your favorite app
4.Update enrollments, create event and tasks
Integrate Salesforce and CRM data tools to update enrollment records, schedule session events, and create intake follow-up tasks.
Salesforceor swap with your favorite app
5.Iterate multiple enrollment matches
Integrate Looping by Zapier and workflow automation to iterate matching enrollments and apply the same updates per record.
Looping by Zapieror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Thinkific, VitallySwap with your favorite apps.
Add academy course enrollments to user account profiles
Your course purchases rarely reach customer records, leaving teams blind to enrollments. Write enrollment traits to profiles so CS and founders see activity within minutes.
- Apps: Zapier Tables, Filter by Zapier, MailerLite, GmailSwap with your favorite apps.
Add accepted applicants to onboarding list and email
Your accepted applications lack onboarding steps, leaving new members waiting for access and resources. Get them added to your onboarding list and emailed the pre-course form so they can start same day.
- Apps: Facebook Lead Ads, Formatter by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add ad form leads to shared lead sheet
Your course signup leads from social forms arrive unlogged, leaving enrollment staff without timely contact context. It logs each lead to a central backup sheet so coordinators follow up same day.
- Apps: Facebook Lead Ads, Textmagic, Filter by Zapier, Formatter by Zapier, Google Sheets, Sub-Zap by ZapierSwap with your favorite apps.
Add ad leads to enrollment tracker and notify ops
Your ad form submissions include messy phones and no campaign context, leaving enrollment staff unable to prioritize outreach. Validated rows feed coordinators same day.
- Apps: Element451, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add admitted student rows to acceptance tracker
Your admitted student records leave support teams doing manual lookups and delaying enrollment followβup. Send each admission into a central sheet so program coordinators can complete outreach same day.
- Apps: Zapier Tables, Formatter by Zapier, Sub-Zap by Zapier, TrelloSwap with your favorite apps.
Add and enroll new students to course systems
Your new-student enrollment rows often create incomplete student and contact records, delaying course access. It creates or updates records, enrolls learners, and notifies coordinators same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, SkoolSwap with your favorite apps.
Add and invite incoming signups to your course community
Your signup webhooks arrive without a member record, blocking community access and creating manual invite backlogs. Send invites automatically so learners get access and onboarding materials same day.
- Apps: LearnWorlds, Zapier TablesSwap with your favorite apps.
Add and link students from completion form submissions
Your certificate and CEU form responses arrive unlinked to enrollments, leaving student profiles incomplete and delaying credential issuance. You get linked student records and certificates for same-day credentialing.
- Apps: Zapier Tables, Synap, Delay by ZapierSwap with your favorite apps.
Add and provision users into course groups for enrollment
Your learner rows can update without provisioning, leaving course groups incomplete and coordinators scrambling. It creates or provisions learners into groups so rosters are complete within minutes.
- Apps: Kit, Filter by Zapier, Teachable, CircleSwap with your favorite apps.
Add and tag course enrollments then invite to community
Enrollments arrive untagged and lack community access, creating manual invites. Add and tag subscribers and grant community access so learners start the same day.
- Apps: Zapier Tables, Formatter by Zapier, Google Sheets, Filter by ZapierSwap with your favorite apps.
Add and update enrollment records from table trigger
Your new enrollment submissions bypass the master roster, leaving coordinators without attendee details for classes. Get rows added or updated for accurate rosters before weekly planning.
- Apps: Typeform, Filter by Zapier, AirtableSwap with your favorite apps.
Add applicant intake rows from forms to enrollment table
Your pre-application form entries arrive uncaptured, delaying admissions review. Capture entries into a central enrollment record for same-day review and outreach.
- View all
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.