1.Captures form submission details
Integrate Zapier Forms and reporting tools to capture submission details and expose submission record ID and core fields to log inquiry data.
Create draft order and capture inquiry lead for follow-up
Automatically monitor form submissions created across Zapier Forms. Create draft orders and capture inquiry leads across Google Sheets, Shopify, and Klaviyoβso you can respond fast, log the invoice link, and feed subscribers without manual follow-up.
How this automation accelerates follow-up for new inquiry leads
When form submissions are created, delays can stall follow-up and leave intent unused. This automation captures submission details and creates draft orders and invoice links and updates subscribersβso your team can follow up quickly.
Zapier Formsor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and spreadsheet workflows to create a row that maps submission fields to contact and order columns with an invoice link placeholder.
Google Sheetsor swap with your favorite app
3.Creates draft order
Integrate Shopify and order automation tools to create a draft order using the deposit SKU and quantity 1, and capture the invoice URL.
Shopifyor swap with your favorite app
4.Looks up and updates the row
Integrate Google Sheets and spreadsheet updates to look up the earlier row by ID and update the invoice link column with the draft order URL.
5.Adds or updates subscriber
Integrate Klaviyo and email marketing audiences to add or update a subscriber and store invoice link as a custom property for campaigns.
Klaviyoor swap with your favorite app
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Step 1
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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
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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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