1.Catches intake submission hook
Integrate Webhooks by Zapier and input normalization tools to accept intake submissions and route data for onboarding processing.
Create parent portal accounts and assign packages for clients
Automatically catch Hook intake submissions across Webhooks by Zapier and Zapier Tables. Create and update when parent mappings or package selections are submittedβso you can provision memberships, assign packages, and email summaries without manual onboarding paperwork.
How this automation accelerates parent portal onboarding
When intake submissions arrive with mixed identifiers, delays can stall package assignment and account access. This automation normalizes inputs, finds or creates mapping records, provisions memberships, and sends clinician and parent summariesβso your team can onboard clients faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes and validates inputs
Integrate Code by Zapier and validation logic to normalize client IDs, clean parent emails, and prepare package assignment lists.
Code by Zapieror swap with your favorite app
3.Finds or creates parent mapping record
Integrate Zapier Tables and record management to search by normalized client ID and update or create mapping fields.
Zapier Tablesor swap with your favorite app
4.Iterates account to package assignments
Integrate Looping by Zapier and array iteration to loop over email, plan id, and username pairs for each assignment.
Looping by Zapieror swap with your favorite app
5.Provisions external membership per loop item
Integrate Webhooks by Zapier and membership provisioning endpoints to POST loop email, plan id, and username to the membership service.
6.Sends clinician and parent summary emails
Integrate SMTP by Zapier and email templating to send clinician summaries and parent notifications to cleaned emails.
SMTP by Zapieror swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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