1.Schedules daily follow-up run
Integrate Schedule by Zapier and scheduling tools to start a daily batch to find webinar registrants for follow-up.
Send daily webinar follow-up emails and update records
Automatically monitor daily webinar follow-up runs across Schedule by Zapier, Formatter by Zapier, Airtable, Microsoft Outlook, and umsatz.io. Create and update when scheduled time hits, timezone window opens, or webinar date matches—so you can send follow-up emails, advance deals, and mark records as emailed without manual follow-up.
How this automation accelerates follow-up emails
When the daily schedule hits, delayed follow-up can reduce attendance and conversion. This automation formats dates, finds eligible registrants, sends email, updates deals, and updates records—so your team can respond faster.
Schedule by Zapieror swap with your favorite app
2.Formats schedule date string
Integrate Formatter by Zapier and data mapping tools to format the schedule trigger date to a YYYY-MM-DD date string for search.
Formatter by Zapieror swap with your favorite app
3.Finds webinar registrant records
Integrate Airtable and spreadsheet search tools to look up records by formatted date and event for eligible follow-up.
Airtableor swap with your favorite app
4.Loops per recipient line item
Integrate Looping by Zapier and templating variables to process each registrant by email, name, deal id, and record id.
Looping by Zapieror swap with your favorite app
5.Filters qualifying registrants
Integrate Filter by Zapier and conditional logic to continue only when the sent flag is empty and the event matches.
Filter by Zapieror swap with your favorite app
6.Sends follow-up email
Integrate Microsoft Outlook and email templates to send a personalized templated HTML message to each recipient.
Microsoft Outlookor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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