1.Captures new program applications
Integrate Cognito Forms, form fields, and intake sources to capture submission data and trigger downstream confirmations.
Send registration confirmations to applicants via email and SMS
Automatically capture new application entries across Cognito Forms, Formatter by Zapier, Google Drive, Sakari SMS, and Gmail. Create and update applicant contacts and send branded email and SMS confirmations when applications submitted, new program applications received, or form entries createdβso you can avoid manual follow-up.
How this automation confirms applicant submissions
When new application submissions happen in Cognito Forms, delays can leave applicants without receipts. This automation transforms submission details, finds program branding, sends branded email and SMS, and creates or updates contactsβso your team can stop manual follow-up.
Cognito Formsor swap with your favorite app
2.Formats applicant name fields
Integrate Formatter by Zapier, data mapping, and text transformations to split full names and create given name and family name fields.
Formatter by Zapieror swap with your favorite app
3.Finds program logo for emails
Integrate Google Drive, file search, and asset links to find the program logo and map its thumbnail or link into messages.
Google Driveor swap with your favorite app
4.Creates or finds SMS contacts
Integrate Sakari SMS, contact matching, and phone fields to map phone and email and create contacts when none exist.
Sakari SMSor swap with your favorite app
5.Sends branded email confirmations
Integrate Gmail, templates, and HTML email to send branded confirmation emails and include submission summary details.
Gmailor swap with your favorite app
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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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