1.Monitor new form submissions
Integrate Zapier Forms and form mapping to capture submission payloads and normalize launch request fields into the automation.
Create site launch ticket from request form submissions
Automatically convert site launch form submissions into prefilled tickets across Zapier Forms, Formatter by Zapier, Zendesk, and Email by Zapier. Create and send confirmation when site request submitted, requester email captured, or launch fields entered—so you can assign the right PM, log launch details, and notify requesters without manual ticketing.
How this automation creates site launch tickets faster
When site launch requests come in through a form, delays can block onboarding and SLA timelines. This automation captures submission data, formats it, and creates Zendesk tickets and confirmation emails—so your team can start launches without manual ticket entry.
Zapier Formsor swap with your favorite app
2.Formats submission text and tenant label
Integrate Formatter by Zapier and text transformation tools to normalize tenant and requester values for ticket subject details.
Formatter by Zapieror swap with your favorite app
3.Finds user by requester email
Integrate Zendesk and CRM lookup tools to search requester email and return the assignee identity for ticket assignment.
Zendeskor swap with your favorite app
4.Creates assigned site launch ticket
Integrate Zendesk and ticket workflows to create a high priority ticket with mapped launch details and PM assignment.
5.Sends confirmation to requester
Integrate Email by Zapier and email templates to send an outbound confirmation with the tenant label and next steps.
Email by Zapieror swap with your favorite app
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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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Allen Lai, Head of Customer Experience
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