1.Captures new form response
Integrate Tally and form capture tools to capture registration payload and route submission details.
Add registrants to event and send confirmation email
Automatically capture new workshop signups across Tally, Code by Zapier, Salesforce, Formatter by Zapier, and Microsoft Outlook. Create and update when promo codes map, workshop selections submit, or form responses arriveβso you can tag programs, attach registrants to events, and send confirmations without manual follow-up.
How this automation confirms event signups faster
When new workshop signups arrive in Tally, manual matching and email follow-up can delay confirmation. This automation tags registrations and finds the right event, then formats session dates and sends Outlook confirmationsβso your team can confirm signups without chasing details.
Tallyor swap with your favorite app
2.Maps promo code to program tag
Integrate Code by Zapier and data mapping to map promo codes and workshop selections into a program tag.
Code by Zapieror swap with your favorite app
3.Finds matching event record
Integrate Salesforce and CRM lookup tools to find event IDs and date fields, then create a coordinator notification when missing.
Salesforceor swap with your favorite app
4.Formats session dates for emails
Integrate Formatter by Zapier and reporting tools to convert campaign start and end dates into readable email-friendly strings.
Formatter by Zapieror swap with your favorite app
5.Sends attendee confirmation email
Integrate Microsoft Outlook and email delivery tools to add the attendee, send confirmations, and BCC the coordinator address.
Microsoft Outlookor swap with your favorite app
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Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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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.
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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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