1.Find updated enrollments
Integrate SQL Server and reporting systems to find enrollments updated in the last 24 hours and map row identifier to enrolment id.
When enrollment records update but messages stay un-sent, response rates drop and feedback arrives late. This automation runs enrollment queries, filters qualifying status transitions, looks up the right automailer template, and sends completion and NPS messages with scheduled remindersβso your team can respond while intent is high.
Integrate SQL Server and reporting systems to find enrollments updated in the last 24 hours and map row identifier to enrolment id.
Integrate SQL Server and analytics tools to query status history and map old versus new status to a status flag.
Integrate Filter by Zapier and rules engines to continue only for valid status transitions and stop for retake and invalid statuses.
Integrate Zapier Tables and content templates to look up the configured automailer template by template key and create mergefield set.
Integrate Sub-Zap by Zapier and email delivery to send completion and NPS emails with mergefields and schedule delayed reminders.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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