1.Detect updated enrollment record
Integrate Zengine and onboarding record mapping to extract the linked application id to start onboarding sends.
Send onboarding email series to new program enrollees
Automatically monitor updated enrollment records across Zengine and filter only onboarding-ready enrollments. Create personalized onboarding emails with program dates, calendar links, and logistics in Gmail β so you can protect against duplicate sends, personalize faster, and reduce manual outreach without manual reporting.
How this automation sends welcome emails at the right time
When enrollment records become ready for onboarding, delays and duplicate outreach can erode trust. This automation monitors enrollment updates, parses dates and calendar links, and sends personalized HTML emailsβso your team can keep onboarding on schedule without manual follow-up.
Zengineor swap with your favorite app
2.Gate to onboarding-ready enrollments
Integrate Filter by Zapier and consent checks to continue only when onboarding consent and completion are present.
Filter by Zapieror swap with your favorite app
3.Search application and profile records
Integrate Zengine and applicant profile lookups to fetch preferred names and primary emails for personalization.
4.Parse program dates and calendar link
Integrate Code by Zapier and date parsing tools to convert program date text into start and end dates.
Code by Zapieror swap with your favorite app
5.Send personalized onboarding email
Integrate Gmail and HTML email templates to send the personalized series with dates and a calendar link.
Gmailor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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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