1.Receives new check-in entry
Integrate Typeform and form submission data to capture check-in details and map them into check-in fields
Create client check-in records and update coaching profiles
Automatically capture Typeform new entry check-in submissions across Typeform, Formatter by Zapier, and Airtable. Create and update dated check-in records when check-in submitted, red status selected, or consent flag setβso you can refresh profiles, record progress, and share wins without manual reporting.
How this automation refreshes coaching progress
When a check-in form submission comes in, delays can cause coaches to miss timely progress and shareable wins. This automation captures responses, normalizes email, creates check-in records, and updates linked client profilesβso your team sees current status fast.
Typeformor swap with your favorite app
2.Lowercases the email output
Integrate Formatter by Zapier and data normalization tools to transform email to lowercase for reliable matching
Formatter by Zapieror swap with your favorite app
3.Finds the client list record
Integrate Airtable and client directory tools to find a client record by lowercase email and return the id
Airtableor swap with your favorite app
4.Creates a client check-in row
Integrate Airtable and check-in board tables to create a new check-in record and link it to the client
5.Updates the client list record
Integrate Airtable and timestamp fields to update last check-in colour and timestamp for the matched client
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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