1.Captures new form submission
Integrate Jotform and form field mapping tools to capture signup details and to trigger registrant creation.
Create registrants and send invites for info sessions
Automatically monitor new info-session signups across Jotform and your CRM web endpoints. Automatically create registrants and send invites when signup submitted, session chosen, or attendee count providedβso you can capture leads, generate invites, and reduce manual follow-up.
How this automation generates invites from signups
When new info-session signups land but invitations lag, registrants drop off and attendance suffers. This automation maps form fields to CRM registrants and routes by sessionβso your team can generate and send invites without manual follow-up.
Jotformor swap with your favorite app
2.Routes by session choice
Integrate Paths by Zapier and workflow branching tools to route on session selection and to control which records qualify.
Paths by Zapieror swap with your favorite app
3.Extracts attendee or ticket count
Integrate Code by Zapier and parsing tools to extract numeric attendee counts and to map them to ticket quantity.
Code by Zapieror swap with your favorite app
4.Posts registrant to CRM endpoint
Integrate Webhooks by Zapier and CRM web endpoint mapping tools to POST registrant fields and to create CRM cases and contacts.
Webhooks by Zapieror swap with your favorite app
5.Calls invitation sub-zap
Integrate Sub-Zap by Zapier and invite workflow tools to call the invitation flow and to generate and send invite assets.
Sub-Zap by Zapieror swap with your favorite app
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Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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