1.Receives new form submission
Integrate Squarespace Forms and form intake tools to capture submissions and centralize parsed join flags for tagging.
Squarespace Formsor swap with your favorite appAdd join form signups to supporter lists and CRM
Automatically monitor new Squarespace Forms submissions across Action Network and NGP VAN. Subscribe and create or update supporter records when join form submissions, interest flags selected, or supporter emails capturedβso you can segment supporters and outreach without manual list building.
How this automation segments your supporter outreach
When new Squarespace Forms submissions land, delays can slow donor and volunteer follow-up. This automation parses volunteer flags, subscribes supporters, creates or updates NGP VAN contacts, and adds supporter codesβso your team can act on the right people quickly.
2.Parses volunteer flags
Integrate Code by Zapier and data parsing tools to normalize free-text interests into structured boolean supporter flags.
Code by Zapieror swap with your favorite app
3.Subscribes person to lists
Integrate Action Network and supporter tagging tools to subscribe the person and apply join tags for campaigns.
Action Networkor swap with your favorite app
4.Creates or updates person
Integrate NGP VAN and CRM contact tools to create or update the person and map supporter attributes for records.
NGP VANor swap with your favorite app
5.Adds supporter codes
Integrate NGP VAN and segmentation tools to add configured activist and supporter codes based on parsed flags.
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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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