1.Detect new form submission
Integrate Squarespace Forms, form intake tools, and contact capture data to detect trial submissions and trigger triage updates.
Squarespace Formsor swap with your favorite appCreate triage task for each trial form submission today
Automatically watch trial form submissions across Squarespace Forms and Gmail. Create and update triage records when demo requests come in or priority flags trigger or submissions arriveβso you can confirm, assign tasks, and log follow-up without manual follow-up.
How this automation accelerates triage follow-up
When new trial form submissions come in, follow-up can stall and coordinators may miss key details. This automation sends confirmations, creates Asana triage tasks and Google Sheets rows, and posts Slack alertsβso your team can respond fast.
2.Sends confirmation email
Integrate Gmail, email templates, and contact mapping tools to send a confirmation message and log submitter details.
Gmailor swap with your favorite app
3.Creates triage task
Integrate Asana and task management workflows to create a triage task and assign the program coordinator.
Asanaor swap with your favorite app
4.Appends tracking row
Integrate Google Sheets and spreadsheet tracking to create a new row for submission timestamps and contact columns.
Google Sheetsor swap with your favorite app
5.Posts channel message
Integrate Slack and team messaging to post a task link summary and priority details for fast follow-up.
Slackor swap with your favorite app
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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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