1.Captures new submission fields
Integrate 123FormBuilder and form capture tools to capture the incoming submission and pull core fields to create contact-ready data.
When new placement form submissions come in, manual review delays follow up and reduces engagement. This automation captures submission fields, normalizes the start date, creates or updates Dotdigital contacts, and enrolls them in the configured follow up programβso your team can act same day.
Integrate 123FormBuilder and form capture tools to capture the incoming submission and pull core fields to create contact-ready data.
Integrate Formatter by Zapier and date formatting tools to convert the submitted start date into YYYY-MM-DD to standardize the start date.
Integrate Dotdigital and contact management tools to map fields, use formatted dates, and add the person to the configured address book to keep records current.
Integrate Dotdigital and marketing automation platforms to enroll the contact identifier in the configured follow up program to start ongoing communications.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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