1.Detect chatbot click or form submission
Integrate Zapier Forms and submission metadata capture tools to trigger series delivery for a scheduled send.
Send scheduled series emails to program participants now
Automatically monitor chatbot button clicked or form submission created across Zapier Forms and participants data. Send scheduled series emails when the configured send date hits, so you can delay delivery on time, personalize tokens, and send messages from Outlook without manual scheduling.
How this automation sends scheduled follow-up emails on time
When chatbot button clicked or form submission created, late follow-up can reduce attendance and engagement. This automation delays delivery, selects flagged participants, and sends personalized messages through Microsoft Outlookβso your team can reach participants at the right time.
Zapier Formsor swap with your favorite app
2.Wait until configured send date
Integrate Delay by Zapier and scheduling windows to pause execution until the configured send date.
Delay by Zapieror swap with your favorite app
3.Find flagged participants for sending
Integrate Zapier Tables and participant table lookups to fetch rows flagged for send with missing renewal markers.
Zapier Tablesor swap with your favorite app
4.Map fields to personalization tokens
Integrate Looping by Zapier and token mapping to assign recipient and cc values from each participant row.
Looping by Zapieror swap with your favorite app
5.Send scheduled personalized email
Integrate Microsoft Outlook and email templating tools to send messages with mapped To and cc fields.
Microsoft Outlookor swap with your favorite app
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Improve email campaign performance with automated send scheduling, audience updates, and campaign alerts
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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