1.Detect new submission
Integrate Jotform and form capture tools to detect new submissions and pass registrant details to the workflow.
Add workshop signups to lead sheet and email registrants
Automatically monitor new workshop and webinar signups across Jotform, BigMarker, and Microsoft Excel. Automatically register webinar attendees, parse session details, and send confirmation emails β so you can capture registrations, update lead sheets, and handle outreach without manual follow-up.
How this automation accelerates your workshop and webinar registrations
When new form submissions come in with session details, delayed entry can stall outreach and create missed registrations. This automation parses workshop data, registers webinar attendees, and updates your registration worksheet and confirmationsβso your team can follow up faster.
Jotformor swap with your favorite app
2.Parse workshop text
Integrate AI by Zapier and extraction tools to parse workshop selection and event details into structured fields.
AI by Zapieror swap with your favorite app
3.Register member to event
Integrate BigMarker and webinar registration tools to register webinar attendees when a webinar session is selected.
BigMarkeror swap with your favorite app
4.Add registration row
Integrate Microsoft Excel and spreadsheet tools to add or update registration rows with parsed session and opt-in fields.
Microsoft Excelor swap with your favorite app
5.Send confirmation email
Integrate Microsoft Outlook and email tools to send confirmation messages with event details and conference links.
Microsoft Outlookor swap with your favorite app
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Add abandoned payment form entries to lead list
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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