1.Monitors form submission created
Integrate Zapier Forms and data mapping tools to capture submission fields and route intake references for processing.
Upgrade member status from basic to advanced role
Automatically capture onboarding form submissions across Zapier Forms and Circle. Create and update access when mission completion qualifiesβso you can promote membership, update mission tags, and send upgrade messages without manual follow-up.
How this automation upgrades your member access
When onboarding form submissions land without reliable promotion steps, upgrades can stall and access gets delayed. This automation captures submission data and normalizes emails and then updates membership records and sends upgrade messagesβso your team can confirm access automatically.
Zapier Formsor swap with your favorite app
2.Transforms submitted email to lowercase
Integrate Formatter by Zapier and email cleaning tools to lowercase the submitted email for accurate member matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching registration records
Integrate Zapier Tables and database lookup tools to find qualifying records by normalized email and mission identifier.
Zapier Tablesor swap with your favorite app
4.Updates or creates membership status
Integrate Zapier Tables and record update tools to set membership status, unlock timestamps, and create new records when needed.
5.Upgrades access and sends DM
Integrate Circle and messaging tools to update member tags, add mission space access, and notify the member directly.
Circleor swap with your favorite app
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Explore all onboarding workflow management automations
Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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