1.Detect form submission created
Integrate Zapier Forms and form submission inputs to capture each request and reference submission id for traceability.
Update inquiry record and confirm submitter by email
Automatically capture form submission created details across Zapier Forms and Zapier Tables. Send confirmation emails and update inquiry records when new form submission, submitter email arrives, or a submission id is generated—so you can lookup account context, confirm next steps, and keep records current without manual follow-up.
How this automation confirms inquiries faster
When form submission created events arrive, inquiries can stall and submitters may wait for next steps. This automation finds account context and sends the right confirmation email and updates inquiry records—so your team can confirm submitters without manual follow-up.
Zapier Formsor swap with your favorite app
2.Find record by submitter email
Integrate Zapier Tables and lookup logic to find the matching inquiry record by submitter email and return record context.
Zapier Tablesor swap with your favorite app
3.Send confirmation email to submitter
Integrate Gmail and templated messaging to send account confirmed or onboarding next steps based on the lookup result.
Gmailor swap with your favorite app
4.Update inquiry record status
Integrate Zapier Tables and record mapping to update the inquiry record with account fields and the chosen status value.
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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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Jacob Sirrs, Marketing Operations Specialist
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